Everyone at your company has exactly one role in HouseRater. The role decides what a person can do in the system. Your company's relationships decide which homes they can do it on. Company Administrators manage users and roles right in the HouseRater web app — no access request forms needed.
Choosing a role
If this person… | Give them |
Owns the company, or manages users and the subscription | Company Administrator |
Runs day-to-day operations but doesn't manage users | Manager |
Schedules inspections and keeps builder and community data current | Scheduler |
Is your company's Quality Assurance Designee | QAD |
Models homes and produces ratings | Energy Modeler |
Verifies and reports on homes that already exist | Field Verifier |
Rating company roles
Company Administrator Full access to your company's homes, data, and account. This is the only rating company role that can add, edit, or deactivate users, update certifications, change subscription and company settings, and see the credit dashboard. Company Administrators can also stop a specific person from creating inspections. They can deactivate builders and manage your company's internal programs.
Manager The same access as a Company Administrator for homes (including deleting and locking), inspections, reports, builder contracts, plan types, communities, utilities, billing packages, export templates, and provider contracts. Managers can't add or edit other users, update certifications, change subscription or company settings, or see the credit dashboard.
Scheduler Creates, edits, deletes, and locks homes. Schedules inspections and manages program enrollments. Manages builder contracts, plan types, communities, utilities, suppliers, locations, builder regions, billing packages, and export templates. Generates and sends reports. Can view, but not edit, pictured items and QA reviews. Schedulers can't verify provider contracts.
QAD The same access as a Scheduler, plus QA status controls and the Program Review page.
Energy Modeler (formerly Rater) Creates and edits homes, including results, files, takeoffs, plan type, and community. Creates, edits, and deletes inspections, program enrollments, QA reviews, builder contracts, and plan types. Sees the full schedule. Generates certificates, and generates, sends, and exports reports. Energy Modelers can't delete or lock homes, or manage users, billing packages, or export templates.
Field Verifier (formerly Rating Field Inspector, RFI) Works on homes that already exist: updates home details, files, and results, manages inspections and QA reviews, and generates, sends, and exports reports. Field Verifiers can't create, delete, or lock homes, and can only view builder contracts and plan types.
Rating API Application Not for people. Integrations use this role to connect other software to HouseRater. It has broad access to your company's data, including subscription settings, so treat its credentials like an administrator password.
Quick comparison
Action | Company Admin | Manager | Scheduler | QAD | Energy Modeler | Field Verifier |
Create homes | ✓ | ✓ | ✓ | ✓ | ✓ | — |
Edit homes | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Delete or lock homes | ✓ | ✓ | ✓ | ✓ | — | — |
Manage inspections | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Generate and send reports | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Manage builder contracts and plan types | ✓ | ✓ | ✓ | ✓ | ✓ | View |
Manage billing packages | ✓ | ✓ | ✓ | ✓ | — | — |
Verify provider contracts | ✓ | ✓ | — | — | — | — |
Credit dashboard | ✓ | — | — | — | — | — |
Add, edit, or deactivate users | ✓ | — | — | — | — | — |
Certifications and subscription settings | ✓ | — | — | — | — | — |
Program and organization roles
These roles belong to people outside your rating company who work with your homes.
Role | Who it's for | What they can do |
Program Manager | Energy-efficiency program administrators | Manage program definitions, checklists, reference homes, and builders; work on homes enrolled in their programs across all rating companies; generate certificates |
Program User | Program-side users who own their own homes | Create and work on only the homes they created; create their own builders; generate certificates |
Program QA | Program quality reviewers | View homes in their programs and add comments; no edits or exports |
Utility Manager | Utility staff observing a program | View homes in their programs and export reports; no edits |
Building Company Administrator | Builder staff | View and export homes their company built; update their builder details and builder contracts; manage report recipients |
Why can't someone see a home?
A role allows an action, but only on homes within the person's reach:
Rating company roles see every home in your company (not just ones they created), homes under your verified provider contracts, and homes where your company is the subcontractor.
Provider contracts must be verified before their homes appear in lists. A Company Administrator or Manager can verify them.
Additional companies let a person switch which company they're working in. They don't add another company's homes to their list.
Program roles see homes enrolled in the programs assigned to them.
Program Users see only the homes they created.
Building Company Administrators see only homes their company built.
Missing buttons and permission errors
A button is missing: the person's role doesn't include that action, the feature isn't turned on for your company or account, or a Company Administrator has turned it off for them (for example, blocking inspection creation).
A button appears but the action fails: the home is outside the person's reach, or the role can't perform that action. The error message will say which.
If you're not sure which is happening, contact HouseRater Support with the person's role and what they were trying to do.
Changing a user's role
Company Administrators can change any other user's role at any time. See Managing Users in Your Organization.
Role changes can take up to five minutes to apply. Have the person reload HouseRater if their access looks unchanged.
Roles can't be customized for one person. If someone needs more access, give them a different role.
You can't change your own role. This keeps you from accidentally locking yourself out of your company's management tools.
If your Company Administrator is leaving, have them make someone else a Company Administrator first. If no Company Administrator is left, contact HouseRater Support.