Assignments and Role Guide
Who does what inside CMS, and how work should be assigned cleanly.
Role-to-role execution
Use these assignments to keep ownership clear and avoid duplicated work.
Company Admin
- Configure modules, branding, payments, reminders, templates
- Approve customers, subscriptions, invoices, and operational controls
- Review dashboards, alerts, reports, and support escalations
HR / Office Ops
- Create departments and task teams
- Assign two or more staff to a single execution team
- Monitor attendance, roster, leave, and staffing load
Staff / Technicians
- Receive individual or team-assigned tasks on dashboard
- Update task progress, field notes, proof, and closure state
- Capture attendance, travel, fuel, and device/site activity
Customer
- View basic account controls
- Create refer-a-friend leads
- Use support channels for billing or service issues
Team assignment rule
When a task is assigned to a team, it should appear for every included team member. This ensures no single-member dependency for field operations.
Company Admin → creates/approves teamsHR → manages membersTask assigned → visible to all included staffDashboard → shared execution visibility