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Using HeyPros as an Administrator
What is the administrator account in HeyPros?
What is the administrator account in HeyPros?
James S avatar
Written by James S
Updated over a week ago

In the digital ecosystem of HeyPros, there are various roles designed to facilitate different functionalities and access levels. Among these, the Admin account stands as the linchpin, offering unparalleled control and comprehensive management capabilities. Let's delve deeper into the robust features and responsibilities of an Admin account in HeyPros.

1. Location Management:

Creating and Updating Locations: Whether you're expanding to new geographical areas or need to make updates to existing ones, the Admin account allows seamless management of locations. This feature ensures that every job and project is tagged to the right place, aiding in precise tracking and organization.

2. User Management:

Inviting Managers and Subcontractors: An admin can onboard various team members into the HeyPros system, from upper management to project managers, estimators, and contractors. This central role ensures that the right individuals have access to the platform, enhancing collaboration and efficiency.

Role Assignments and Access Control: Beyond just inviting users, the Admin can determine the level of access each user should have, ensuring that sensitive information and functionalities remain in trusted hands.

3. Form Management:

Understanding Forms: Forms in HeyPros are tailored to capture every intricate detail, ensuring that estimators have a comprehensive framework to account for all aspects of a project. From labor costs to materials and contingencies, these forms ensure no stone is left unturned.

Creating a Form: The Admin account allows users to design new forms tailored to the company's unique needs. This could involve specifying fields, setting mandatory inputs, or designing the form layout.

Updating Forms: As processes evolve, so might the need to adjust forms. Admins can easily make modifications to existing forms, ensuring they remain relevant and efficient.

Reverting to Previous Forms: Made a mistake or prefer an older version of a form? No worries. The Admin can roll back to previous form versions, ensuring data integrity and consistency.

4. Job Management:

Creating Workflows: Every job has a process, from initiation to completion. With the Admin account, you can design these workflows, mapping out each stage, and ensuring that tasks flow logically and efficiently.

Managing Workflows: Over time, workflows might need tweaks or complete overhauls. Admins have the capability to adjust, optimize, or even scrap and redesign workflows as needed. This ensures that job processes remain aligned with company goals and industry best practices.

In essence, the Admin account in HeyPros is akin to the captain of a ship, steering the vessel (in this case, the company's digital operations) and ensuring everything runs smoothly. With the ability to make foundational changes, manage users, and oversee intricate job processes, the Admin role is pivotal for companies aiming to maximize their efficiency and success on the HeyPros platform. If wielded correctly, it can transform how a construction business operates, bringing unparalleled clarity and control to the digital domain.

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