Fortiffi Roles Defined

Roles on Fortiffi

 

Run your operation with clear roles and permissions. Fortiffi is built for multi-city, multi-team service businesses. Here’s how each role fits together so work flows smoothly and securely.

 

 

Affiliate Director

 

The owner or top-level leader of an Affiliate account. Sets strategy, oversees all branches, controls billing and payouts, and grants or revokes access.

 

• Can: create branches, invite/remove users, manage plans & payments, view all data

• Typical users: founders, owners, national directors

 

 

Affiliate Admin

 

Delegated admin who helps run the Affiliate account day-to-day. Handles configuration and support without full ownership obligations.

 

• Can: manage users and settings, view reports, assist with payouts and compliance

• Typical users: operations leads, trusted assistants

 

 

Branch Manager

 

Leader for a specific city, group, or service line. Owns local scheduling, assignments, and event delivery quality.

 

• Can: create events, assign contractors, track readiness, message teams

• Typical users: city directors, team captains, line managers

 

 

Contractor

 

A performer or service provider engaged per event. Receives assignments, confirms availability, and gets paid through Fortiffi.

 

• Can: update availability, accept/decline gigs, access event details, receive payouts

• Typical users: carolers, musicians, tech crew, gig-based pros

 

 

Consumer

 

The end customer who books services with an Affiliate. Interacts through branded forms, confirmations, and updates.

 

• Can: submit booking requests, receive schedules & messages, handle payments securely

• Typical users: event planners, venue managers, corporate coordinators

 

 

How the Roles Work Together

 

1. Affiliate Director/Admin set up branches and configure booking, payment, and user settings.

2. Branch Managers create events, staff them, and communicate with teams.

3. Contractors confirm assignments and perform.

4. Consumers book, receive updates, and enjoy a smooth experience.

 

 

Quick FAQs

 

Can one person hold multiple roles? Yes—common for small teams (e.g., Director also acting as a Branch Manager).

Who can see financials? Directors and Admins; Managers see branch-level payouts if granted.

Can Contractors message customers directly? Only if enabled by the Branch or Affiliate settings.

Is role access customizable? Yes—permissions can be tightened or expanded per organization policy.

 

 

Get Set Up in Minutes

 

New to Fortiffi? Start by adding your Affiliate Director, invite an Affiliate Admin, create your first Branch, and onboard Branch Managers and Contractors. Your Consumers will meet your brand through your booking form—Fortiffi powers the rest.

 

Need help mapping your team to roles? Contact us and we’ll recommend a best-practice setup for your size and seasonality.