Admin vs. Scheduler Access
Company team members have two levels of permissions. When you create accounts for your team you can choose to add them as a scheduler or as an admin. Schedulers and admins have different permissions for what they can access.
Scheduler Access Can
- Create and manage orders
- Search for and assign notaries
- View the Emails Report
- View the Team page
- Use the Proximity Search
Admin Access Can
- Admins have full access to Snapdocs, and can do everything a scheduler can do.
- View the Accounting Tools
- View the Analytics page
- View the Emails Report
- Edit company settings. This page can used to:
- Edit company information,
- Update payment information
- Create and edit company team members
- View terms and conditions
- View and update the company logo and branding
- Adjust general company settings (i.e., Enhanced Automation, Order Settings, Verified Notary Preferences, etc.)
- Adjust the email and notifications settings.