Who Can Do What in WashConsole
One chart showing exactly what each of the six Account Types can do, console by console and page by page.
Every person on your team has one Account Type. It decides what they can see and do.
Find the console, then the page, then read across. X means that Account Type can do it.
The chart
59 of 59 rows
| OpsConsole | To-Do | Complete tasks | X | X | X | X | X | X |
| OpsConsole | To-Do | Add a quick one-time task to the site list | X | X | X | X | X | X |
| OpsConsole | To-Do | Create task lists and assign work | - | - | X | X | X | X |
| OpsConsole | To-Do | Set completion alerts and triggers | - | - | - | X | X | X |
| OpsConsole | Inspections | Run an inspection | X | X | X | X | X | X |
| OpsConsole | Inspections | Build and edit templates | - | - | - | X | X | X |
| OpsConsole | Work Orders | Open the page | - | X | X | X | X | X |
| OpsConsole | Work Orders | Create a work order | - | X | X | X | X | X |
| OpsConsole | Work Orders | Assign and close | - | - | X | X | X | X |
| OpsConsole | Complaints | Log a customer complaint | - | X | X | X | X | X |
| OpsConsole | Complaints | Assign, update and resolve a complaint | - | - | X | X | X | X |
| OpsConsole | Equipment | Open the page | - | X | X | X | X | X |
| OpsConsole | Equipment | Mark equipment as needing maintenance, or offline | - | X | X | X | X | X |
| OpsConsole | Equipment | Mark equipment back online | - | - | X | X | X | X |
| OpsConsole | Equipment | Add, edit and retire equipment, set up PMs | - | - | X | X | X | X |
| OpsConsole | Important Gauges | Log a reading | X | X | X | X | X | X |
| OpsConsole | Important Gauges | Set thresholds, make a work order | - | - | X | X | X | X |
| OpsConsole | Google Review | See reviews and standings | - | X | X | X | X | X |
| ChemConsole | Chemicals | Log a chemical level | - | X | X | X | X | X |
| ChemConsole | Chemicals | Add one or change its settings | - | - | X | X | X | X |
| ChemConsole | Chemicals | See what chemicals cost | - | - | - | X | X | X |
| ChemConsole | SDS Library | Read safety data sheets | X | X | X | X | X | X |
| StockConsole | Inventory | Record usage of an item | - | X | X | X | X | X |
| StockConsole | Inventory | Add or edit an item, including its reorder point | - | X | X | X | X | X |
| StockConsole | Inventory | Run a cycle count, import or export stock | - | - | X | X | X | X |
| StockConsole | Orders | Request an order, mark it ordered or received | - | X | X | X | X | X |
| StockConsole | Orders | Set account-wide reorder rules and vendors | - | - | - | X | X | X |
| TeamConsole | Time Clock | Clock in and out | X | X | X | X | - | - |
| TeamConsole | Time Clock | See your own hours and timecard | X | X | X | X | X | - |
| TeamConsole | Time Clock | Approve corrections, edit crew time | - | - | - | X | X | X |
| TeamConsole | Time Clock | See and set pay rates | - | - | - | - | X | X |
| TeamConsole | Time Clock | Export hours to payroll | - | - | - | - | X | X |
| TeamConsole | Time Off | Request time off | X | X | X | X | X | - |
| TeamConsole | Time Off | Approve or deny a request | - | - | - | X | X | X |
| TeamConsole | Schedule | See the published schedule | X | X | X | X | X | X |
| TeamConsole | Schedule | See a coworker's actual punches | - | - | - | X | X | X |
| TeamConsole | Schedule | Build and publish the schedule | - | - | - | X | X | X |
| TeamConsole | Schedule | See labor cost in dollars | - | - | - | - | X | X |
| TeamConsole | Shift Swaps | Request a swap or give away a shift | X | X | X | X | - | - |
| TeamConsole | Shift Swaps | Claim an open shift posted for your type | X | X | X | X | X | X |
| TeamConsole | Shift Swaps | Post an open shift, approve a swap | - | - | - | X | X | X |
| TeamConsole | Directory | Open the directory | - | X | X | X | X | X |
| TeamConsole | Directory | Add people, change Account Types | - | - | - | X | X | X |
| TeamConsole | People Review | Open People Review | - | - | - | X | X | X |
| TeamConsole | Kiosk | Clock in at a lobby tablet | X | X | X | X | - | - |
| TeamConsole | Kiosk | Set or change your own PIN | X | X | X | X | X | X |
| TeamConsole | Kiosk | Reset someone else's PIN | - | - | - | X | X | X |
| TeamConsole | Safety | Submit a safety report | X | X | X | X | X | X |
| TeamConsole | Safety | Read and investigate reports | - | - | - | X | X | X |
| TeamConsole | Reports | Open Reports | - | - | - | X | X | X |
| LearnConsole | Learn | Take courses, read SOPs | X | X | X | X | X | X |
| LearnConsole | Learn | Build courses, assign training | - | - | - | X | X | X |
| ChatConsole | Messages | Channels and direct messages | X | X | X | X | X | X |
| ChatConsole | Messages | Create and moderate channels | - | - | - | X | X | X |
| Assignments | Assignments | See the work assigned to you | X | X | X | X | X | X |
| Feed | Feed | See finished work | - | X | X | X | X | X |
| AI Site Coach | Coach | Ask about your operation | - | - | - | X | X | X |
| Settings | Settings | Profile, language, notifications | X | X | X | X | X | X |
| Settings | Settings | Billing and the subscription | - | - | - | - | - | X |
Five notes the chart cannot show
1. Managing people mostly works downward. Where the chart gives a Site Lead or Manager an X for approving time, resetting a PIN or changing someone's Account Type, that applies only to people below them: a Manager cannot re-role another Manager, and a Site Lead cannot re-role another Site Lead. Owners can manage anyone. The schedule is the exception worth knowing, because peers can edit each other's shifts there.
2. Managers clock in only if you turn it on. It is off by default and there is an account setting for it. Owners have no clock-in at all.
3. Sites decide what a Site Lead and below can see. Owners and Managers see every site in the account, whatever you assign them. Site Leads, Technicians, Employees and Associates see only the sites you give them. So assigning sites is how you contain a Site Lead, and it is not how you contain a Manager: if that matters to you, the tool is the Account Type, not the site list. If someone says a page is empty, check their site assignments first, because no assigned site looks exactly like a broken page.
4. An inspection template can restrict who runs it. If you limit a template to Technicians, a Site Lead cannot start that one. Supervisors can still see their team's inspections either way.
5. Associates are kept out of the business picture on purpose. Every dash in the Associate column is deliberate. They clock in, do the work in front of them, train and chat, and they do not see work orders, complaints, reviews or costs.
Which one to give someone
Associate is for shift-only staff: greeters, loaders, prep, seasonal help. You can set someone to Associate on the website or in the iPhone app.
Employee is your default frontline account. Anyone who logs a complaint or looks up an equipment problem is an Employee.
Technician is for anyone who fixes things. The line is creating rather than doing: an Employee logs a chemical level, a Technician adds the chemical.
Site Lead runs the floor. Schedules, time approvals, People Review and the crew below them.
Manager adds payroll: pay rates and the payroll export. If what a Site Lead cannot do is not about payroll, check their site assignments before you promote them, because that is usually the real answer.
Owner should be the one or two people who hold the credit card.
Start people lower than feels natural. Moving someone up takes ten seconds, and every day they spend a rung too high is a day they can see numbers you did not mean to share.
You may also see Super Admin in a support conversation. That is the WashConsole support team, not an Account Type you can give anyone.
Not sure which Account Type fits someone on your team? Get in touch and we will help you choose.