Overview

Roles and permissions determine what each user can view, create, edit, or manage in the system. When adding or editing an employee, you can select a preset role or create a custom configuration based on their responsibilities.

To configure roles:

1. Navigate to Employee Management
2. Select an employee or create a new user
3. Under Role & Permissions, choose a preset role or select Custom
   

🛡 Admin — Full Access

Best for: Owners, Senior Leadership, and System Administrators

Access includes:

• Full access to all areas of the system
• Create, edit, and delete: Leads, Work Orders, Schedules, Quotes, and Invoices
• Manage: Employees, Pricing, Templates, and Business Settings
• Company-level administrative control

🛠 Technician — Field Worker

Best for: Field Staff who perform jobs

Access includes:

• View assigned leads, work orders, and schedules
• View customer and location details for assigned jobs
• Manage their own schedule only
• View quotes (cannot create or edit)

📋 Dispatcher / Back Office

Best for: Office Staff managing scheduling and job coordination

Access includes:

• Create and edit leads
• Manage work orders and schedules
• Manage customer and location information
• Manage employee job assignments

👥 Manager

Best for: Operations Managers or Team Leads

Access includes:

• Create, edit, and delete: Leads, Work Orders, Schedules, Quotes, and Invoices
• Manage customer, location, and employee details
• View reports and track job progress

⚙ Custom Role

Best for: Hybrid or specialized positions

Custom roles allow you to manually configure permissions by category. Ideal when a team member needs limited administrative rights or a mix of access across areas.

You can control access to:

• Leads
• Work Orders
• Scheduling
• Quotes
• Invoices
• Pricebooks
• Templates
• Customers
• Locations
• Employees

Best Practice

Assign the minimum level of access required for each role. Limiting permissions helps protect sensitive settings and reduces the risk of accidental changes.