Administrator
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  1. Use the administrator account safely
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User guide · Administrator

Use the administrator account safely

Review the account and security pages that are in the customer-facing crawl, and treat technical administration as an excluded boundary.

AdministratorStep-by-step instructions

Review the administrator account

Administrator

1Step 1 of 2

The account page identifies the technical user before a sensitive action.

  1. Confirm the signed-in account and avoid using it for routine partner operations.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You know that the current session uses the technical administrator identity.

Administrator · Administrator boundary01

Review account security

Administrator

2Step 2 of 2

The security page provides the account's multi-factor authentication controls.

  1. Follow the site's security policy and keep recovery information in an approved secure location.

Technical-administration routes and inaccessible role-switching routes are deliberately excluded from the crawl and this guide.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can review security for the administrator account.

Administrator · Administrator boundary02
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All guides

Anonymous visitor

  1. 1Choose the right home-cleaning service5 steps · Anonymous visitor
  2. 2Use the public enquiry options3 steps · Anonymous visitor
  3. 3Sign in and recover access2 steps · Anonymous visitor

Authenticated user

  1. 1Manage your account and security4 steps · Authenticated user

Operative

  1. 1Plan the working day3 steps · Operative
  2. 2Deliver a domestic-cleaning visit6 steps · Operative
  3. 3Review hours and notifications3 steps · Operative

Office Administrator

  1. 1Process an enquiry into a customer5 steps · Office Administrator
  2. 2Set up a customer, home and quote5 steps · Office Administrator
  3. 3Plan and assign visits5 steps · Office Administrator
  4. 4Manage operatives and assignments4 steps · Office Administrator
  5. 5Review evidence and approve hours5 steps · Office Administrator
  6. 6Review invoices and match payments5 steps · Office Administrator
  7. 7Use self-bills, reports and Xero records5 steps · Office Administrator

Franchise Owner

  1. 1Review the team and partner organisation3 steps · Franchise Owner
  2. 2Maintain local site content and widgets3 steps · Franchise Owner
  3. 3Use partner reports and integrations4 steps · Franchise Owner

Franchisor

  1. 1Review the franchise network2 steps · Franchisor
  2. 2Review network audit and notifications2 steps · Franchisor

Head Office

  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

Administrator

  1. 1Use the administrator account safely2 steps · Administrator

Role switcher

  1. 1Review the role-switching permission boundary2 steps · Role switcher
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