Congratulations on expanding your company and adding new inspectors! Properly setting up these inspectors under your company account is crucial to ensuring a seamless onboarding process and efficient workflow. Moreover, giving managers enhanced access can optimize operations and increase productivity. In this support article, we will provide a guide on how to set up new inspectors and promote employees to manager roles using HomeGauge's powerful features.
Setting Up New Inspectors
To get your new inspector up and running on your HomeGauge platform, follow these simple steps:
Contact HomeGauge Support
You can do this in one of the following ways:Email us: Send an email to support@homegauge.com with the new inspector's first and last name, and email address, and our team will respond promptly to assist you.
Live Chat: Chat with our support staff in real time to receive real-time guidance on adding the new inspector to your company account.
Provide Essential Details
Make sure to include the following information about the new inspector when contacting HomeGauge Support:First and last name
Email address
Phone number
Efficient Setup
Once you provide the required details, our support team will swiftly configure the new inspector's account, granting them access to your company's HomeGauge platform.
Setting up New Inspectors Report Writer Desktop
To learn more about getting your new inspector(s) all set up with the Desktop software. It will cover getting your logo, template, and print settings to your new inspector. Multi-Inspector: Setting up a New Employee's Report Writer Desktop Software
Understanding Multi-Inspector Roles
In a Multi Inspector Company on HomeGauge, there are three distinct roles with varying permissions, along with the Team Leader, who holds additional privileges. Let's take a closer look at each role:
Owners:
The oldest owner is the Team leader. There can only be one Team Leader in the company.
The Team Leader account is used to set preferences for the entire company, such as Notification Templates, Agreement Templates, Inspection services, and company information.
Owners can do all of the same things as Managers
Managers:
Dashboard Access: Managers gain access to all inspectors' reports and document uploads on the Dashboard. They can seamlessly switch between inspectors, mirroring the company owner's viewing capabilities.
Appointment Settings: Managers can edit, add, or delete appointments on the company calendar. They also have the authority to modify appointment emails and notifications for the entire team, excluding TRM and Report emails, which remain non-editable for Managers.
Company Agreements and Services: Managers can edit and add new company agreements and services, streamlining the process of offering diverse inspection options to clients.
Company Settings: Managers can edit Company Settings, allowing them to fine-tune the platform to match your company's evolving needs.
Calendar Sharing: Managers can oversee and manage calendar sharing, facilitating better coordination among team members.
Cloud Transfers and Upload/Email Options: Managers enjoy access to company cloud transfers and various upload/email options, promoting efficient data sharing and communication.
Inspectors:
Dashboard Access: Inspectors can only access and manage the reports they uploaded on the Dashboard.
Appointment Access: Inspectors can only view and book their own appointments. They can set up their Schedule Now Tim Slots, Sync their Google Calendar, and set up receiving Text Message Alerts.
Cloud Transfers: Inspectors can only manage their reports uploaded to the cloud and can only see their templates in the cloud.
Account Settings: Inspectors can access Account Contact, License, Services, HomeGauge Partners, Edit Report Emails, and Upload Email Options.
Changing an Employee's Role
To update an employee's role, don't hesitate to contact HomeGauge Support. Our dedicated support team will guide you through the process, making the transition seamless for your valued employee.
Replacing an Inspector's Account
If an inspector is leaving and you want to assign their role to someone else, note that accounts are not transferable to new individuals. Instead, follow the steps below to manage this transition:
Cancel the Departing Inspector’s Account: Log into your administrator or owner account and deactivate the inspector account tied to the departing inspector.
Create a New Account for the Replacement Inspector: Set up a new account specifically for the incoming inspector. This helps maintain accurate roles and permissions within the system.
Transferring Ownership of a Company Account
If ownership of a company account needs to be transferred to someone else, the following steps should be taken:
Contact the Current Owner: The current owner must provide written confirmation of the ownership transfer by reaching out to HomeGauge support directly.
Notify HomeGauge: Once the current owner verifies their intention to transfer ownership, they can notify HomeGauge to add the new individual as an inspector and assign them as the new company owner.
Set Up the New Owner’s Account: HomeGauge will assist in configuring the account for the new owner with the appropriate permissions and access rights.
Common Issues & FAQs
Why Can’t I Reassign an Account?: HomeGauge enforces account security and integrity, ensuring that all account activity is directly tied to an individual user.
Can Ownership Be Transferred Without Contacting HomeGauge?: No, ownership transfer requires explicit confirmation and coordination with HomeGauge support.