Roles, Billing, and Support

Admin settings shape what users can do and how quickly the team recovers when something is unclear. Roles decide who can do work, billing and plan settings decide which features and limits are available, and support helps when self-service is not enough.

Roles and access

Assign access by responsibility. Technicians need work-order and asset access; supervisors need team, board, and reporting context; admins need settings, users, and configuration; leaders need dashboards, analytics, and capital planning. Review access regularly and keep admin access small.

Billing and plan limits

Plan settings affect feature availability, usage limits, and import capacity. If a feature is unavailable or an import preview shows rows excluded by plan limits, check billing and plan context before troubleshooting the workflow itself.

Getting help

• Knowledge base: durable instructions for setup, workflows, troubleshooting, and training.
• Assistant: page-aware help, quick explanations, and finding articles.
• Live chat: active help when agents are online.
• Tickets: tracked issues when chat is unavailable.

Include page or workflow, organization or facility context, record ID when available, expected result, actual result, and urgency.