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User Roles let you define exactly what each user can see and do in FlexWash. Build a role once, apply it to as many users as you need, and adjust access for the entire group with a single edit. This keeps sensitive data such as revenue reports, refund tools, and FlexEngage campaigns in the right hands, while still giving CSAs, managers, and specialists the tools they need to do their jobs.

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Why Use Roles

Granular Access

Choose from a wide range of individual permissions covering reports, customer actions, menu configuration, FlexEngage, and more. Grant only what each employee needs.

Reusable Templates

Define a role once and apply it to every user in that job function. Update the role, and access changes for everyone assigned to it.
Common examples:
  • A CSA role that allows viewing customers and washes, but not refunds or revenue reports.
  • A Site Manager role that adds access to local performance reports and cash deposits.
  • A Marketing role that unlocks FlexEngage tools and customer analytics without exposing financial data.

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How Roles Work

FlexWash separates roles from the Admin role:
  • Admin is a built-in role with full access to every feature in your organization. Use it for owners and trusted operators.
  • Custom roles are roles you create with a specific set of permissions. Apply one or more custom roles to any non-admin user.
A user assigned multiple custom roles receives the combined permissions of all of them. If any role grants a permission, the user has it.

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Create a Role

1

Open the Roles page

In the left sidebar, click Roles in the Admin section.
Roles in the sidebar
2

Click Create

Click the Create button on the top right of the Roles page to open the role form.
3

Name the role

Enter a clear, descriptive name such as CSA, Site Manager, or Marketing Lead. Role names must be unique within your organization.
4

Select permissions

Check the box next to each permission this role should grant. Permissions are grouped by category, including Dashboards & Reports, Customer Actions, Menu Configuration, and FlexEngage.
Role permissions form
5

Save

Click Save to create the role. It is now available to assign to any user in your organization.

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Edit or Delete a Role

Open Admin > Roles and click the role you want to change.
  • Edit: Update the name or adjust the permission set. Changes apply to every user assigned to the role on their next sign-in.
  • Delete: Roles can only be deleted if no active users are assigned to them. Reassign affected users first, then delete.
Permission changes affect every user assigned to a role. Review who is assigned before tightening or expanding access.

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Apply a Role to a User

You can assign roles when creating a new user or when editing an existing one from the users page.