Managing permissions effectively ensures that every team member has the exact level of access they need to perform their duties without compromising organization security or sensitive data.
Core Access Levels
Our platform uses a tiered role system. While each role has a default set of capabilities, these can be further refined to meet the unique needs of your business or specific individuals.
Owner
The supreme authority. Owners have exclusive rights to delete the organization, manage high-level billing, and modify all organizational settings. This role is typically reserved for the primary stakeholder.
Manager / Admin
High-level leadership roles. Managers can handle team onboarding, view organizational wallets, and manage service configurations. They have broad authority to run day-to-day operations.
Dispatcher
The operational hub. Dispatchers have full access to client lists, booking workflows, and the calendar. They are responsible for keeping the schedule flowing efficiently.
Field Lead & Technician
Staff on the front lines. These roles are optimized for field access, allowing them to view and manage their assigned appointments while keeping high-level organizational data private.
Granular Configuration
We believe that one size doesn't always fit all. That's why our system supports unique permission overrides.
Custom Permissions
Roles can have their different permissions unique to your company or even to a specific individual. For example, you might have a specific Technician who needs access to manage other team members or view specific advanced reporting. These overrides ensure the platform bends to your workflow, not the other way around.
Security Tip
Always follow the principle of least privilege: only grant the level of access absolutely necessary for a team member to do their job. You can always upgrade a member's role as their responsibilities grow.