Aiventic has three roles: Owner, Service Manager and Technician. Owners manage the team and settings, Service Managers can also see all team jobs, and Technicians see their own jobs.
What each role can do
Capability | Owner | Service Manager | Technician |
Chat, My Jobs, Manuals | Yes | Yes | Yes |
Settings: Profile and personal Notifications | Yes | Yes | Yes |
See all team jobs | Yes | Yes | No, own jobs only |
Dashboard | Yes | No | No |
Settings: Team, Data Hub, Privacy, Share Group, Plan & billing, team notifications | Yes | No | No |
Settings: Integrations, Quote pricing | Yes, with an active subscription | No | No |
Invite team members | Yes, with an active subscription and a free seat | 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 |
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.
Technician: Chat, own jobs and Manuals.
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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