User Roles and Permissions in SpecCheck help you control what your team members can do and see on the platform. With just a few simple settings, you can customize access for each team member to make sure they only have the tools and information they need to get the job done.
Important Note About Roles and Permissions
Roles and Permissions are only available on SpecCheck Pro!
If your office is on the Free plan, all users will default to Admin roles with full access to everything.To upgrade your account at any time, click "Unlock More" in the left sidebar of your SpecCheck Dashboard.
Role Types
Administrator
Who: Default role for all new users.
Access: Unrestricted. Full access to all resources, settings, payments, reporting, and user management.
Standard User (Pro Only)
Who: Staff who don’t need full access.
Access: Core order tools with built-in restrictions. By default, no Payments or Reporting access and limited user management.
Standard Users Add-Ons (Pro Only):
Payments Access: View statements, make payments, manage Autopay, and handle other payment tasks.
Reporting Access: View your office’s reporting dashboards and insights.
How to Assign Roles and Permissions
(Available exclusively on SpecCheck Pro)
Go to the Settings Page
Navigate to the Settings section of your dashboard and click on "Manage Users".
Add or Edit a User
Add a new user by clicking “Add User” or edit an existing user by selecting the "..." next to their name on the right side of the page.
Choose a Role
Select Admin or Standard User.
Optional: Grant Extra Permissions for Standard Users
Toggle Payments Access and/or Reporting Access.
Save Changes
Click Save to apply the changes.
FAQ
1. What happens if I don’t enable any permissions for a Standard User?
The user will still be able to log into SpecCheck but won’t see any features tied to Payments or Reporting.
2. Can I change someone’s role or permissions later?
Yes! You can edit roles and permissions anytime from the Settings page. (Pro Plan required)
3. Can Admins customize their own permissions?
No, Admins automatically have access to everything by default.
4. What happens when I upgrade to SpecCheck Pro?
All users in your office will initially remain Admins, but you’ll gain the ability to create Standard Users and customize permissions as needed.
To upgrade your account at any time, click "Unlock More" in the left sidebar of your SpecCheck Dashboard.
Now you’re ready to assign roles and manage permissions like a pro! 🎉 If you have any questions on the new Orders Overview page, don't hesitate to contact us by sending an email to: [email protected].