Roles, permissions, audit trail
Every company organizes differently. SolarProjeX's custom roles and toggleable permission matrix let you match access to how your team actually operates, not a fixed set of generic roles that almost fit.
Most field service software ships a fixed handful of roles — admin, tech, office — and every company bends its actual org chart to fit them. That usually means someone ends up with more access than they should have, or has to ask a manager to do something that should be part of their own job.
SolarProjeX supports custom roles per tenant with a toggleable permission matrix, so access can be shaped to match your company's actual structure instead of the other way around. Complete-gating enforces required fields and photos before a job can close, and activity carries an audit trail so who did what, and when, is never a guess.
How it works
Build roles that match your actual org chart instead of forcing it into admin/tech/office.
Toggle access at a granular level, per role, per tenant.
Required fields and photos have to be captured before a job can move to Complete.
Key actions are logged with who did them and when — not a guess after the fact.
Roles are custom per tenant, with a toggleable permission matrix for granular control — not a fixed generic set.
Yes — key actions carry an audit trail showing who did what and when.
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