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 | — |
| Attention Items | Report, edit, assign, change severity and resolve | Delete an item; edit someone else's note |
| Services | Create, edit, delete, reschedule, assign and complete, including admin-only services | — |
| Tasks | Create, edit and delete lists and tasks, and complete them | — |
| 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, Users and Roles, and a read-only Service Partner page naming the organization that services them. My Account is hidden, because you manage your own profile, security and PIN in your own workspace.
Good to know- 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.
Related articles
Log in as a customerIntro to Service Partner
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