Team Roles in Reclaimr

When setting up your shop in Reclaimr, you can decide what level of access to give each team member.

Quick mental model: Viewer → Estimator → Manager → Admin → Owner. Each level gets everything the level below has, plus more. Estimator and Viewer are location-scoped; Manager and above see the whole organization.

• Owner (also shown as Owner/GM) Full control of the account. Manages billing, the organization itself, the whole team, and every location. Typically the shop owner or general manager. Can do everything in the app.
• Admin Runs day-to-day operations across all locations. Can add/remove team members, set up new shop locations, and change settings. Cannot touch billing or close the account. Best for an office manager or operations lead.
• Manager Oversees the work, but doesn't manage the team or locations. Can create, edit, and delete defenses, change shop settings, and view the team roster. Sees all locations in the organization. Good fit for a shop manager or estimating lead.
• Estimator Does the actual defense work. Can create defenses, upload files (estimates, short pay letters, OEM docs), edit defenses, and run analysis. Only sees the location(s) they're assigned to – so a multi-shop organization can keep each estimator focused on their shop. Cannot delete defenses or change settings.
• Viewer Read-only. Can browse defenses and the dashboard for the location(s) they're assigned to. Cannot create, edit, or upload anything. Useful for owners who want a leadership team member to monitor activity without touching the work, or for training new hires.