Role-Based Access Control
Seven distinct roles
AE Admin
Full platform access for Advanced Estimatics staff.
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All organizations and data
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System configuration
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User management
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Billing and subscriptions
Director
Group-level oversight across all dealerships.
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All dealerships in the group
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Cross-location reports
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Team management
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Fee schedule configuration
General Manager
Full access to a single dealership.
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Single dealership data
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All estimates and pipeline
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Advisor management
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Store settings
Service Manager
Oversees the service department.
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Department estimates
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Advisor performance
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Scheduling management
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Incentive approvals
Service Advisor
Creates and manages estimates on the floor.
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Own estimates only
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AI copilot access
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Customer communication
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Photo upload
Body Shop Manager
Manages the body shop and incoming jobs.
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All shop estimates
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Scheduling and queue
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Writer compensation
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Consumer intake config
Estimator
Builds detailed repair estimates for the body shop.
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Assigned estimates
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AI assistant access
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Line item management
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Photo review
Access control capabilities
Multi-Dealership Switching
Users with access to multiple locations can switch between them instantly.
Scoped Data Views
Every query is automatically filtered to the user's permitted scope.
Protected Routes
Unauthorized users are redirected. No data leaks between roles or locations.
Team Management
Admins and managers can invite, edit roles, and deactivate team members.
Organization Hierarchy
Group > Dealership > Department hierarchy keeps data organized.
Feature Gating
Certain features only appear for roles that have access to them.
Feature access by role
| Feature | Director | GM | Svc Mgr | Advisor | Shop Mgr | Estimator |
|---|---|---|---|---|---|---|
| Dashboard | ||||||
| Create Estimates | -- | -- | -- | |||
| Pipeline View | ||||||
| Reports | -- | -- | ||||
| Team Management | -- | -- | -- | |||
| Fee Configuration | -- | -- | -- | |||
| Incentives | -- | -- | ||||
| Scheduling | ||||||
| Total Loss | -- | -- | ||||
| Consumer Intake Config | -- | -- | -- | -- |
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