Understanding User Roles & Permissions
Complete guide to what each role can access.
CleanTrack360 uses role-based access control. Here's what each role can do.
Role Permissions Dashboard
Navigate to Settings → Role Permissions in the sidebar. Here you will see the system-defined and custom roles configured for your company.
Supervisor Role Permissions
Clicking on Supervisor displays its specific dashboard and access rights. You can expand permission groups like Locations, Inspections, and Schedules to review detailed permissions.
Cleaner Role Permissions
Clicking on Cleaner shows their permissions. Cleaners are restricted to mobile-only features like viewing schedules, clocking in/out via GPS geofence, and completing checklists.
Client Role
Clients have access to the Client Portal where they can view inspection reports, service schedules, and communicate with your team. They cannot access any management features.
Sales Role
Sales users can manage the Sales Pipeline: create leads, generate quotes and proposals, and convert leads to clients. They have read-only access to Locations and Scheduling for context.