Roles and Functionality Guide
Your Spearhead interface, access, and capabilities are different depending on your role. Learn what each of them are to ensure you're getting the most out of your Spearhead experience.
1. Admin
A leadership position in a Spearhead organization.
Capabilities:
- Add new/archive outdated Spearhead user.
- Add new/archive outdated customers.
- Set permission levels.
- View all ticket statuses.
- View comparative analytical reports across employees and clients.
- View statuses of all tickets attached to any organization.
- View all employee timesheets.
- Archive client organizations.
2. Back_office
Manager of a Spearhead organization largely responsible for creating, assigning, and tracking the completion of tasks within the workflow.
- Create/edit call-off ticket.
- Create/edit work order.
- Archive employees.
- Transfer work sites between organizations.
- Assign dedicated agent to a customer.
- Assign agent to tickets and work orders.
- Review and accept time sheets.
- Invite a user to Spearhead.
- Review, reject, and approve tickets from agents.
- Comment on tickets.
- Send rejected tickets back into the workflow.
- View generated reports from ticket and agent data.
- View work attached to a ticket.
- View status of a ticket.
- Send in-app notifications to agents re: tickets.
- View well site, agent, and customer data.
- View overloaded or unassigned agents from the dashboard.
3. Agent
Field operator or field employee of a Spearhead organization.
- Perform work and attach it to the details of a ticket.
- Log work for timesheets.
- Attach media to tickets.
- Comment on tickets.
- Submit a ticket for review.
- Receive in-app notifications.
- View generated reports from ticket data.
- Submit timesheets.
- View work attached to tickets.
- View status of a ticket.
- View well site data.
- Log expenses and attach to a ticket.