Employee
Employees are the default staff role. They have broad access to day-to-day operations, including:
Create, update, activate, and manage records
Manage templates (record, inspection, workflow, email, report)
Handle fees and payments
Schedule and log inspections
Conduct plan reviews and annotations
Manage calendar events and alerts
Create and manage violations
Generate reports
Void invoices
Delete their own comments
Create and modify view dashboards
Send emails from records
Reassign records and update record statuses
Add/edit files and generated documents
Employees cannot:
Manage organization users (add/remove/change roles)
Create, edit, or delete meetings
Access most settings and configuration pages
Approve or reject action proposals
Delete other users' comments
Close or cancel records
Undo payments
Admin
Admins have full access to everything within their organization. In addition to everything an Employee can do, Admins can:
User management – Add, remove, edit, and invite users to the organization; change user roles and record type access
Meeting management – Create, edit, and delete meetings; manage agendas, recordings, and meeting files
Settings & configuration – Access all settings pages, manage modules, configure calendar integrations, and manage violation types/codes
Record workflow actions – Close or cancel records, undo payments, bypass form validation, edit imported applicant info
Comment moderation – Delete comments made by any user (not just their own)
Action proposals – Approve or reject high-risk action proposals
Plan reviews – Access additional plan review admin tabs; complete plan review actions even when not the assigned owner; access non-most-recent plan sets
Violations – Access archived violations in exports
Organization overview – View the organization overview page
Insights – Access restricted insight sections
Sidebar & navigation – See admin-only navigation elements
Reviewer
Reviewers are a restricted role intended for third-party inspectors and plan reviewers. They can only see records where they are directly involved (as owner, assignee, inspector, or plan reviewer). Compared to Employees, Reviewers cannot:
Access the inspections page (unless also assigned as inspector)
Create or modify view dashboards
See the Activity or Fees tabs on records
Access settings pages
Create test records
Reassign records or update record statuses
Send emails from records
Add or edit files and generated documents
Edit tags, templates, or expiration dates
Access the code enforcement module
Add inspections to records
Edit form submittals
See the Payments section in the sidebar
Reviewers can:
View and work on records they're assigned to
Submit and complete plan reviews they own
View inspections they're assigned to