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Contact UsWhat a Service Partner can do in a customer account
Inside a customer account a Service Partner works like an Admin in My Wash, Inspections, Services and Tasks. Incidents, Chat and the Scheduler stay closed.
A Service Partner is brought in to set a site up and keep it running, so inside a validated Log In As the partner gets admin-level rights in the modules that describe the wash and the work. The customer's own people, money and liability records stay out of reach.
Both partner roles get the same set. A Technician and a Service Partner Admin can do identical things inside a customer account—what differs is which customers and locations each one can open.
| Area | What you can do | What stays closed |
|---|---|---|
| My Wash | Create, rename, reorder and delete bays; copy equipment between bays and sites; walk the site and add photos | Archive or unarchive equipment |
| Inspections | Create, edit, reorder, delete, run and export inspection lists, and mark them as standard visit procedures | ✕ |
| Attention Items | Report, edit, change severity, progress and priority, and resolve | Assign one of the customer's people; delete an item; edit someone else's note |
| Services | Create, edit, delete, reschedule and complete, including admin-only services | Assign one of the customer's people |
| Tasks | Create, edit and delete lists and tasks, and complete them | ✕ |
| Template Library | Use any template, and save your own to use at every customer. Admins also edit and delete templates | Editing and deleting templates, for Technicians |
| Service Partner page | See the customer's requests, visit history and reports, and start work | ✕ |
| Users and Roles | Add, edit, remove and restore users; reset passwords; change roles | Any role other than Team Member, Admin or Super Admin; the Account Owner's role |
| Locations | Edit details, assign and remove users, reorder locations | Add a new location; delete one |
| Insights | Open the customer's dashboards | ✕ |
| Incidents, Chat, Scheduler | Nothing | The whole area, even when the customer has it switched on |
| Billing, Transfer Ownership | Nothing | Super Admin only, never a partner |
Settings inside a customer account
A partner sees only the Organization side of the customer's Settings: Locations and Users and Roles. My Account is hidden, because you manage your own profile, security and PIN in your own workspace.
The customer's Service Partner page is in their side menu, below Insights, not in Settings.
Standard visit procedures are yours alone
Anything marked as a standard visit procedure belongs to your organization. Inside the customer's account you run, complete, and change it, while the customer's own team can only look at it. The same goes for an item from a request you accepted, until it's done. Either Partner role can mark an item; only a Service Partner Admin can hand one back to the location. See Set up standard visit procedures.
- Your access is re-checked on every page. When a customer's authorization ends you're returned to your own Dashboard with Your access to that customer has ended.
- Adding a location isn't something a partner can do. Contact WashUp to have a new site created for the customer.
- A Technician reaches only the customers they're assigned to; a Service Partner Admin reaches every customer the organization is authorized for.