Team Roles

Q: What are the different team roles in OneSurvey?


A: Common roles include Surveyor, Designer, Estimator, Technician, Organization Admin, Account Manager, Collaborator, and Client.


Q: What does a Surveyor do?


A: The Surveyor conducts site surveys, documents existing conditions, and collects site data during the Profile and Pre-Design stages.


Q: What is the Designer responsible for?


A:The Designer finalizes the system design based on site survey data during the Design stage.


Q: What does an Estimator do?


A: The Estimator creates a detailed project estimate and proposal during the Take Off stage.


Q: What are the Installer's responsibilities?


A: The Installer or Technician handles on-site system implementation during the Deployment stage.


Q: What does a Field Manager do?


A: The Field Manager coordinates and oversees the on-site installation work during Deployment.


Q: What does the Account Manager handle?


A: The Account Manager is the primary client interface handling sales, contracts, approvals and payments, and they have access in all stages of the project lifecycle.


Q: What is the Client's role?


A: The Client is the end customer who commissions the project and approves milestones from scoping to completion.


Q: How are user permissions set for each role?


A: Access permissions are configured by the organization admin to align with each role's responsibilities in the project workflow stages.


Q: How can I see the assigned employees for my project?


A: In each stage of the project, there is an "Site Settings" tab that displays the assigned employees for your project, including the Account Manager, Surveyor, Designer, Proposal, and Technicians.