This guide explains how to set up employees in WIZniche, what each role means, and how permissions work for different access levels.
Understanding Roles
WIZniche uses a role-based access system to manage what each employee can view or edit.
When a role is selected while creating or editing an employee, the form automatically updates to reflect the default permissions for that role.
Note: Admins can modify these defaults by checking or unchecking specific options under Role Permissions, Page Permissions, or Special Access.
There are four primary roles:
Super Admin (Subscriber account)
Company Admin
Admin Support
Operator
Each role has a predefined set of permissions that automatically update the form when selected. Additional options can be toggled on or off as needed.
1. Super Admin
Purpose:
This is the subscriber account, the owner of the company profile.
Behavior:
The Super Admin automatically has full system access across every module and setting.
There is no “Role Permissions” or “Page Permissions” customization for this account.
Access Summary:
✅ Full access to all modules (Quotes, Jobs, Invoices, Customers, Vendors, Properties, Equipment, Inventory, Purchase Orders, Assessments, Deals, etc.)
✅ Full Add/Edit/Delete control
✅ Access to all system settings (Company, Accounting, Integrations, Automations, Notifications, etc.)
✅ Can create, restore, or delete employees
✅ Can manage company subscriptions and payment integrations
Important:
There can only be one Super Admin per company. It’s the account that owns the subscription.
2. Company Admin
Purpose:
For internal company administrators who manage operations, employees, and customer workflows, but do not control the subscription itself.
Behavior on Selection:
When you choose Company Admin as the role:
The Services field is inactive by default, but will automatically become active if “Assignable to Jobs” checkbox is turned on.
All Role Permissions and Page Permissions are pre-enabled.
The “Assignable to Jobs” checkbox is turned off by default (as they are managers, not field staff).
Default Role Permissions
Add/Edit (checked by default)
✅ Quotes
✅ Jobs
✅ Assessments
✅ Invoices
✅ Customers
✅ Properties
✅ Vendors
✅ Product & Inventory Items
✅ Purchase Orders
✅ Equipment
✅ Deals
Delete/Cancel (all checked by default)
✅ Quotes
✅ Jobs
✅ Assessments
✅ Invoices
✅ Customers
✅ Properties
✅ Vendors
✅ Product & Inventory Items
✅ Purchase Orders
✅ Equipment
✅ Deals
Special Access Options (default):
☐ Assignable to Jobs (disabled by default)
✅ Take Payment, See Prices, Print & Export
✅ View Customer Phone Number and Email
✅ Marketing Campaigns
✅ Edit Settings Page
Page Permissions (all checked by default)
✅ Dashboard
✅ Calendars
✅ Quote
✅ Job
✅ Assessment
✅ Invoice
✅ Customer
✅ Property
✅ Purchase Order
✅ Vendor
✅ Inventory
✅ SMS
✅ Equipment
✅ Job Costing
✅ Timesheet
✅ Deal
✅ Dispute
✅ Settings
Access to Global Data?
Enabled by default for all pages.
→ This means the Company Admin can see data for all employees, not just their own.
Summary:
Company Admins have complete access to business operations but cannot modify the subscription or billing information (which remains under Super Admin).
3. Admin Support
Purpose:
For administrative assistants or support staff managing daily operations, documentation, and communication.
Behavior on Selection:
The Services field is inactive by default, but will automatically become active if “Assignable to Jobs” checkbox is turned on.
Permissions adjust to a more controlled level, focused on core business modules, without vendor, purchase, or equipment access.
Default Role Permissions
Add/Edit (partially checked)
✅ Quotes
✅ Jobs
✅ Assessments
✅ Invoices
✅ Customers
✅ Properties
⬜ Vendors
⬜ Product & Inventory Items
⬜ Purchase Orders
⬜ Equipment
⬜ Deals
Delete/Cancel (partially checked)
✅ Quotes
✅ Jobs
✅ Assessments
✅ Invoices
✅ Customers
✅ Properties
⬜ Vendors
⬜ Product & Inventory Items
⬜ Purchase Orders
⬜ Equipment
⬜ Deals
Special Access Options (default):
☐ Assignable to Jobs (disabled)
✅ Take Payment, See Prices, Print & Export
✅ View Customer Phone Number and Email
☐ Marketing Campaigns
☐ Edit Settings Page
Page Permissions (partially checked)
✅ Dashboard
✅ Calendars
✅ Quote
✅ Job
✅ Assessment
✅ Invoice
✅ Customer
✅ Property
⬜ Purchase Order
⬜ Vendor
⬜ Inventory
✅ SMS
⬜ Equipment
✅ Job Costing
✅ Timesheet
✅ Deal
✅ Dispute
Access to Global Data?
For the Admin Support role, you’ll notice “Global Data” toggles beside each applicable page permission.
These determine data visibility scope:
OFF: Employee can see only their own entries (e.g., their own Jobs, Quotes, or Invoices).
ON: Employee can view all company-wide data for that page.
Note: All Global Data toggles are always disabled by default.
This setting helps control data access when multiple Admin Support users are managing their own accounts.
Settings Access: (all unchecked by default)
WIZniche gives an option for Admin Support roles to have access to important settings which may assist with their role and can be configured using the Settings Access:
⬜ Company Settings (Company Profile, Documents, Tags, Customer Types)
⬜ Accounting (Billing, Wallet, Accounting Codes)
⬜ Team (Employees, Timesheet)
⬜ Communications (SMS Settings, Email Templates, Automations)
⬜ Requests (Text, Email, Website Link, Client Hub Link)
⬜ Integrations (Zapier, Intuit, Google My Business)
Summary:
Admin Support users handle everyday administration tasks, billing follow-ups, and customer communication. They can edit major records but have restricted access to backend configurations, vendors, and purchases.
4. Operator
Purpose:
For on-ground staff such as technicians, service providers, or team members executing jobs and managing on-site customer interactions.
Behavior on Selection:
When you select Operator, the Services field becomes mandatory, meaning Operators must be linked to a specific service which then they can be assigned to.
Default Role Permissions
Add/Edit (partially checked)
✅ Quotes
✅ Jobs
✅ Assessments
✅ Invoices
✅ Customers
✅ Properties
⬜ Vendors
⬜ Product & Inventory Items
⬜ Purchase Orders
⬜ Equipment
⬜ Deals
Delete/Cancel (partially checked)
✅ Quotes
✅ Jobs
✅ Assessments
✅ Invoices
✅ Customers
✅ Properties
⬜ Vendors
⬜ Product & Inventory Items
⬜ Purchase Orders
⬜ Equipment
⬜ Deals
Special Access Options (default):
✅ Assignable to Jobs (always enabled by default)
✅ Take Payment, See Prices, Print & Export
✅ View Customer Phone Number and Email
☐ Marketing Campaigns
Page Permissions (partially checked)
✅ Dashboard
✅ Calendars
✅ Quote
✅ Job
✅ Assessment
✅ Invoice
✅ Customer
✅ Property
⬜ Purchase Order
⬜ Vendor
⬜ Inventory
✅ SMS
⬜ Equipment
✅ Deal
✅ Timesheet
Access to Global Data?
Disabled for all pages by default.
→ Operators can see only their assigned data, not data belonging to others.
Summary:
Operators are field-level employees who interact directly with customers or handle service delivery.
They can manage assigned jobs, record notes, take payments, and view customer details but cannot edit configuration settings or view company-wide data.
Employee Setup & Management Process
Step 1: Add a New Employee
Navigate to:
Settings → Employees → Create Employee
Fill in:
Email
Password / Confirm Password
Name, Mobile, Position
Role (Super Admin, Company Admin, Admin Support, Operator)
Services (required for Operator)
Tags / Certifications if applicable
Step 2: Define Permissions
Once you select a Role, the system automatically applies default Role Permissions and Page Permissions as per that role.
You can then:
Toggle additional access (Add/Edit/Delete)
Enable/disable marketing or pricing visibility
Adjust global data visibility (for Admin Support)
Control Settings access if needed
Step 3: Configure Availability
Set custom work hours for the employee or select “Use Company Business Hours.”
Step 4: Send App Setup Email
Keep the “Send Email for App Setup” checkbox enabled to send the employee their login link and setup instructions.
Step 5: Manage Existing Employees
Under Employees → List, you can:
Edit details
Restore archived employees
Reassign roles
Upgrade and monitor seat usage
Summary Table
Role | Access Level | Services Required | Default Add/Edit | Default Delete | Global Data | Assignable to Jobs | Settings Access | Marketing | Payments/Prices |
Super Admin | Full unrestricted | N/A | ✅ All | ✅ All | ✅ All | ✅ | ✅ All | ✅ | ✅ |
Company Admin | Full operational | ❌ | ✅ All | ✅ All | ✅ All | ☐ | ✅ | ✅ | ✅ |
Admin Support | Limited admin | ❌ | ✅ Core only | ✅ Core only | 🔘 Optional | ☐ | ☐ | ☐ | ✅ |
Operator | Field-level | ✅ Required | ✅ Core only | ✅ Core only | ☐ | ✅ | ☐ | ☐ | ✅ |
Best Practices
Assign Super Admin to the business owner or franchise head.
Give Company Admin to senior managers or department heads.
Use Admin Support for office staff handling communication, scheduling, or billing.
Assign Operator to field staff or technicians working on assigned jobs.
Always review Global Data toggles for privacy control.
Enable “Send Email for App Setup” to streamline onboarding.