User Accounts

There are different types of accounts within Octoo, each of which can have different statuses at a given time.

• User — This is the connection between a person's email/login and Octoo. It allows them to sign in to the application and access the site. If a user's account is blocked, they will not be permitted to sign in and will not receive any notifications or emails.

• Person — This represents an individual and is associated with a name and email address. A person is usually connected with a User, but this is not required. A person may suspend their account on Octoo, which will stop all notifications and emails, but they will still be able to sign in to the application. A person can be associated with a provider and a customer (as a team member).

• Provider — A provider account is associated with a partner, who can manage the provider's status. A provider can be in progress, active, or inactive. If a provider is flagged as inactive, they can still access the site and view their past job history, but they will not be able to express interest in new jobs or receive notifications of upcoming opportunities. This status is maintained by the partner, and a provider can have relationships with different partners.

• Customer — A customer account is associated with a partner, who can manage the customer's status. A customer can be active or inactive. If a customer is flagged as inactive, their team members can still access the site and view their request and billing history, but they will not be able to create new requests. This status is maintained by the partner, and a user can be a team member on multiple customer accounts, each with different statuses at the same time.