Our latest update to the RollKall platform features the addition of a new internal coordinator role within the agency portal, allowing administrators more specific controls over permissions. The platform now features three roles: Admin, Coordinator and Staff.

Coordinator role features

The new coordinator role creates the ability for an internal coordinator to manage their own groups, clients and jobs. An internal coordinator can also be assigned to a specific client. As a result, a coordinator maintains ownership of their own clients, jobs and job details such as invoicing and payments.

This new role includes the following features:

• Access to view, edit and approve invoices on jobs they book.
• Ability to create estimates for their clients
• Create and manage groups
• Create and manage their clients
• Create and manage their projects
• Create, edit and view their own jobs and job drafts.

How it works

When logging into the agency portal and navigating the agency settings, an Admin can select or change a user’s access type to internal coordinator within the user’s profile.

For agencies currently on the RollKall platform, Admins will need to change the appropriate user profiles for those officers that coordinate off-duty and require these capabilities. Detailed instructions on this feature can be found on our support portal. For further assistance, please contact support at 855-765-5525.