Team Permissions

Control what your team members can see and do with role-based permissions. Keep sensitive information secure while giving your team what they need.

Available Roles

Admin

Full access to everything. Best for business owners and trusted partners.

• View and manage all jobs
• Create and send quotes
• Access payments and invoices
• Manage team members and permissions
• Access billing and subscription settings
• View business reports and analytics

Manager

Can oversee operations without access to billing. Best for supervisors and office managers.

• View and manage all jobs
• Create and send quotes
• Assign jobs to team members
• View team member details
• Cannot access billing or subscription
• Cannot add or remove team members

Field Worker

Limited access to only their assigned work. Best for employees and contractors.

• View only their assigned jobs
• Update job status (started, completed)
• Add photos and notes to jobs
• View customer contact details for their jobs
• Cannot see quotes, invoices, or pricing
• Cannot view other team members jobs

Changing Permissions

To change a team member's role, go to Settings → Team, find the member, and click Edit. Select their new role and save.