Administration

Roles and permissions

Control who can edit forms, review, sign, and bill.

Audience: Admin

Demo video

Live click-through recording from the Nimvolt app. Clip and share on social when ready.

Screenshots

roles permissions screenshot 1
Primary screen for this feature
roles permissions screenshot 2
Related workspace view
roles permissions screenshot 3
Supporting screen from the Nimvolt app

How to use it

  1. Open Admin → Roles.
  2. Map permissions to technician, lead, admin, billing.
  3. Assign users to roles.
  4. Audit a sample user before go-live.

Tips

  • Separate ‘capture’ from ‘sign’ — never give every tech sign-off.
Start free Book a live demo All demos