Builder Roles and Permissions

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Builder Roles and Permissions

Builders in LotWorks can be assigned to several different permission groups. These groups are divided by the common actions builders take within the system, and can further have their permission levels customized based on the need of the Land Developer.

Listed by order of access to builder information, they are:

 

Builder - Administrator

Typically used by: Office administrators, accounting, and management staff.

This builder group has access to all details for lots owned by the builder. They can see all financial, ownership, and lot event details, and typically have access to perform most lot actions.

Administrators generally do not have access to submit designs or inspections for lots, and cannot be assigned to showhome traffic parades.

 

Builder - Sales Manager

Typically used by: Area sales managers and showhome managers.

This builder group has access to all of the details for lots owned by the builder, in all communities the builder is assigned. Further, they can also be assigned to fill out showhome traffic parades, and make hold and purchase requests on available lots.

 

Builder - Sales Contact

Typically used by: Showhome sales staff.

This builder group has access to all of the details for lots owned by the builder. They can be assigned to specific or all communities where the builder is assigned.

One of their primary responsibilities is entering showhome traffic information. Many sales contacts are also restricted to only making hold requests on available lots, and are unable to request purchases.

 

Builder - Architectural Contact

Typically used by: Office architectural staff and design teams.

This builder group has limited access to the details for lots owned by the builder. Their primarily responsibility is submitting colour reservations, and home designs for approval by the Land Developer.

They cannot be assigned to showhome traffic parades, and typically cannot request any sales actions on lots. They typically do have access to enter home buyers, update the builder's model information, and add construction & permit dates for lots.

 

Builder - Site Supervisor

Typically used by: Site supervisors and lot inspection teams.

This builder group has very restricted LotWorks access, and is typically only able to see the Inspections module. This allows them access to submit and review initial, final, and landscaping inspections on a lot.

They cannot be assigned to showhome traffic parades, and typically do not have access to add lot/home information to LotWorks.

 

 

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