Owner Role

Introduction

The Owner Role is the highest-level administrative role in our SaaS platform. This role is automatically assigned to the user who signs up for the SaaS, making them the super admin of their cleaning company’s account. The owner has full control over all features and functionalities, ensuring seamless management of operations, roles, and services.

Key Responsibilities

The owner role encompasses a wide range of responsibilities, including but not limited to:

• Create Company Profile: Has the Privilege of creating your own cleaning company profile.
• Full Dashboard Access: The owner can access and manage every feature available in the SaaS depending on their subscription package, from task scheduling to customer relationship management (CRM).
• Role Creation and Management: The owner is the only role that can create and assign other roles, such as Manager, Cleaner, and Team Leader.
• Task Oversight: The owner can create, assign, and manage all tasks within the system, ensuring that operations run smoothly.
• Service Management: The owner can oversee booking, quote requests, feedback, and service packages, ensuring that their cleaning company is providing top-tier services to customers.
• Subscription and Billing: The owner is responsible for managing subscriptions and payments for the SaaS services.

Role-Specific Features

The owner role includes exclusive features and privileges not available to other roles:

• Access to All Tools: Full control of tools like task scheduling, customer management, booking, and feedback integration and alot more depending on their plan.
• Customization: Ability to customize settings, such as notification preferences, branding, and integrations.

How the Owner Role Manages Other Roles

The owner has the authority to create, edit, and delete roles as needed. This includes:

• Defining the permissions for Manager, Cleaner, and Team Leader roles.
• Assigning tasks and responsibilities to specific users based on their roles.
• Overseeing team structures and reassigning roles as necessary.

Task and Operations Management

In addition to role management, the owner plays a pivotal role in overseeing tasks and operations:

• Task Scheduling: Create and assign tasks to individuals or teams.
• Operational Oversight: Manage booking requests, quote requests, and service feedback.
• Automation Control: Set up automated notifications and reminders for tasks and feedback.

Conclusion

The owner role is the backbone of the SaaS platform, providing cleaning company owners with the tools they need to manage their business efficiently. With full access and control, owners can ensure that their teams deliver outstanding service, streamline operations, and maintain strong customer relationships.