Aiventic has five roles: Owner, Service Manager, Service Advisor, Inside Sales and Technician. Owners manage the team and settings. Service Managers and Service Advisors also see all team jobs. Technicians see their own jobs. Inside Sales has no access to jobs.
What each role can do
Capability | Owner | Service Manager | Service Advisor | Inside Sales | Technician |
Chat and Manuals | Yes | Yes | Yes | Yes | Yes |
Settings: Profile and personal Notifications | Yes | Yes | Yes | Yes | Yes |
My Jobs in the main menu | Yes | Yes | Yes | No | Yes |
See all team jobs | Yes | Yes | Yes | No | No, own jobs only |
Iven looks up your jobs and customers in Chat | Yes | Yes | Yes | No | Yes |
Dashboard | Yes | No | No | No | No |
Settings: Team, Data Hub, Privacy, Share Group, Plan & billing, team notifications | Yes | No | No | No | No |
Settings: Integrations, Quote pricing | Yes, with an active subscription | No | No | No | No |
Invite team members | Yes, with an active subscription and a free seat | No | No | No | No |
Send messages in Chat, use Parts and Unit History | Yes, with an active subscription | Yes, with an active subscription | Yes, with an active subscription | Yes, with an active subscription | Yes, with an active subscription |
In short
Owner: everything, including team, billing, Data Hub, Quote pricing, integrations and the Dashboard.
Service Manager: everything a Technician has, plus all team jobs. No billing, team management or Dashboard.
Service Advisor: the same access as a Service Manager: all team jobs, no billing, team management or Dashboard.
Inside Sales: Chat, Manuals, Parts and Unit History. No jobs: My Jobs is hidden and Iven does not look up jobs for you. No billing, team management or Dashboard.
Technician: Chat, own jobs and Manuals.
Inside Sales and jobs
The My Jobs item is not in the main menu. If you open a jobs page from a link, you see Jobs are not available for your role and the note Ask your team owner if you need access to jobs.
In Chat, Iven answers general questions, manuals and parts, but does not search your team's jobs or customers.
Claims in Unit History do not link to jobs.
In Settings > Notifications, you do not see Personal Daily Usage Summary or My daily summary schedule, and you do not get daily job summaries. Personal Weekly Usage Summary is still there.
An Inside Sales user can't be linked to a technician code in Data Hub.
Good to know
Unit History also has to be set up for your team by Aiventic. Contact Aiventic support.
If you open an owner-only settings page without being an Owner, you see You do not have access to followed by the section name, and the note This workspace setting is managed by your team owner. Contact them if you need access. Contact your owner.
Only Owners can change roles. An Owner changes a role in Settings > Team. You can't change your own role.
If you can't use a feature your role should have, check that your team's subscription is active.
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