Welcome to Roofing Redline! Setting up your team is the first and most important step to getting started. This guide walks you through how to add users, assign roles, manage permissions, and structure your team efficiently.
β Step 1: Access the User Management Tools
Log into the Roofing Redline app.
Tap the hamburger menu (β°) in the bottom right corner.
Scroll down and tap Admin (gear icon).
Select Users to begin adding or managing team members.
β Step 2: Add a New User
In the Users screen, tap Create User.
Fill in the userβs details (name, email, phone, etc.).
Roofing Redline will generate a default password and send it via email.
You can customize the password before saving.
Assign a role:
Default is Sales Rep
You can also select Office Manager, Dealer Admin, etc.
Assign a default office (optional but recommended).
Tap Save & Exit to finish.
π The user will receive an email with login instructions and their password.
π Step 3: Edit or Manage Existing Users
For any user you've added:
Tap the three dots (οΈ) next to their name to:
Edit user details
Deactivate or delete a user
Resend password email
Change the email address and resend the invite
π Great for when someone didnβt receive the original invite or changed their email.
π Step 4: Manage User Permissions
Go back to the Admin section.
Tap Permissions to view or edit role settings.
Available Roles:
Admin
Division Manager
Regional Manager
Office Manager
Sales Rep
Each role comes with preset permissions, but you can:
Tap any role (e.g., Office Manager) to view and modify what they can access
Customize permissions down to specific features or modules
Save changes to apply instantly
π’ Step 5: Organize Users with the Org Structure
Roofing Redline uses a 3-layer hierarchy (plus Admin):
Division
Region
Office
This structure controls data visibility:
Sales Reps only see their own office.
Office Managers see all reps in their office.
Regional Managers see all offices in their region.
Division Managers/Admins see everything below them.
Customizing the Org:
Go to Admin > Org Structure
Rename the default Division/Region/Office labels
Add new ones or remove unused defaults
π¬ Need Help?
We're here for you!
π» Chat on our website: roofingredline.com
π§ Email: [email protected]
π Call us: 888-724-3477