Roles and permissions
Each team member gets a role that determines what they see and can do.
- Owner: full access, settings, subscription billing. Two-factor authentication required.
- Dispatch: schedule, tickets, assignments, time and mileage approvals.
- Accounting: invoices, payments, payroll, exports. Two-factor required.
- Operations: inventory, preventive maintenance, assets.
- Technician: their assigned jobs, hours, photos and signatures.
- Subcontractor: like technician, without access to internal HR or financial documents.
Your clients don't use seats: portal access is free and unlimited. Invite your team from Settings → Team; each invitation goes out by email in the person's language.