Your organization uses four roles — Owner, Manager, Dispatcher, and Technician. Each role comes with a defined set of default permissions. Beyond the default, you can grant any individual additional access through permission overrides — no need to promote someone to a higher role just to give them one extra capability.
The four roles
Owner
Full accessThe highest authority in the organization. Owners have unrestricted access to every feature, including the wallet & payouts, billing, all team management functions, and every workspace setting. There must always be at least one Owner in your organization.
Owner-exclusive capabilities
Manager
Broad accessManagers can do nearly everything an Owner can, with one key exception: they cannot access the wallet or financials. They run day-to-day operations, manage the team, configure services, and handle scheduling — making them ideal for leads and office managers.
Dispatcher
Operational accessDispatchers are the operational backbone. They can see and manage all calendars, book and edit appointments, view the full client list, and access client contact info. They can see and edit client records, view services and inventory, and generate reports — but they cannot manage team members or access financial data.
Technician
Field accessTechnicians are field-focused. They can see their own calendar, access the client list and contact info, view services and inventory, and link products or equipment to jobs. They cannot book appointments for others, edit client records, manage the team, or access reporting and financial data.
At least one Owner must always exist
The system will prevent you from changing the last Owner's role to anything else. If you need to transfer ownership, invite or promote another member to Owner first, then change your own role.
Extending access with permission overrides
Roles define a baseline. Permission overrides let you grant specific additional capabilities to an individual without changing their role. For example, you can give a Technician the ability to view reports, or let a Dispatcher manage stock orders — without promoting them to Manager.
How to grant an override
- 1Go to Team in your dashboard and click on a team member to open their profile.
- 2Navigate to the Roles & Permissions tab.
- 3Scroll to Individual Permissions. Permissions already granted by their role are shown but cannot be removed here. Check any additional permission to add it as an override.
- 4Click Save Changes. The override takes effect immediately.
Who can manage permissions?
Only Owners and Managers can open the Roles & Permissions tab and make changes. Wallet access (Access wallet & payouts) is exclusively managed by Owners — Managers cannot grant this permission even to themselves.
Permissions by role
The table below shows the default access each role has. Any cell marked with a check means the role includes that permission without any overrides needed.
Access wallet & payouts
View and manage the organization's wallet, payouts, and financial settings.
View own calendar
See your own scheduled appointments and shifts.
View other staff calendars
View the schedules of all other team members.
Book & edit appointments
Create, modify, and cancel appointments for any client.
Manage team schedule
Access and manage the team schedule board, create and edit shifts.
Access clients list
Browse and search the full client directory.
View client contact info
See phone numbers, emails, and addresses for clients.
Edit client information
Update client profiles, notes, and contact details.
View inventory & products
Browse the product and equipment inventory.
Perform stocktakes
Conduct inventory counts and reconcile stock levels.
Create & manage stock orders
Create, view, and manage stock purchase orders.
View, create & edit suppliers
Access and manage supplier records and contact details.
View reports
Access business reports, performance data, and analytics.
View team members
See the team members list and basic member profiles.
Manage team members
Invite, edit, and remove team members. Assign roles and manage individual permissions.
Edit workspace settings
Change organization-wide settings, branding, and configurations.
Create & manage team forms
Build and edit forms that can be assigned to services and sent to clients.
View services
See the service catalog and active job details.
Create & edit services
Add, update, and delete services and service categories.
Add products to services
Link products from inventory to specific services.
Add equipment to services
Link equipment to services in the service catalog.
What each permission does
A closer look at every permission — what it unlocks and when you'd want to grant it as an override.
Billing
Access wallet & payouts
Unlocks the Wallet section, including balance, payout history, connected Stripe account, subscriptions, and promotions. This is an Owner-only permission — it cannot be granted to any other role, even by a Manager. This protects your financial data from unauthorized access.
Scheduling
View own calendar
Allows the member to open the calendar and view only their own assigned appointments and shifts. All roles have this by default — it’s the minimum needed to know when you’re working.
View other staff calendars
Expands the calendar view to show every team member’s schedule. Useful for Technicians who need to coordinate with colleagues or cover shifts without needing full dispatcher access.
Book & edit appointments
Lets the member create new appointments, reassign them to different team members, edit job details, and cancel bookings. Grant this as an override if a senior Technician needs to manage jobs without being promoted to Dispatcher.
Manage team schedule
Unlocks the team schedule board — creating and editing shifts, managing rosters, and overseeing the weekly schedule for all locations. Dispatchers, Managers, and Owners have this by default. Grant to a senior Technician or Field Lead who helps coordinate shift coverage.
Clients
Access clients list
Allows the member to open the Clients section and browse the directory. All field roles have this — knowing who a client is fundamental to doing the job.
View client contact info
Reveals client phone numbers, emails, and physical addresses within the client profile. Granted by default to all field roles. If you want a team member to be able to look up clients but not directly contact them, you can withhold this as a precaution.
Edit client information
Lets the member update a client’s profile — name, contact details, notes, and preferences. All field roles including Technicians have this by default, since keeping client records accurate is part of every field member’s job.
Field Operations
View inventory & products
Lets the member browse the product and equipment inventory list. All field roles have this — technicians need to know what materials are available for a job.
Perform stocktakes
Grants access to the Stocktakes section to conduct physical inventory counts. Managers handle this by default. Grant to a Dispatcher or Technician who is responsible for warehouse management.
Create & manage stock orders
Lets the member create and manage purchase orders for new stock. Managers only by default. Use an override if a Dispatcher handles procurement.
View, create & edit suppliers
Access to the supplier directory — adding new suppliers, viewing existing ones, and updating records. Managers only by default.
Management
View reports
Opens the Reports section — revenue summaries, team performance, appointment stats, and more. Dispatchers have this by default since they need visibility into operational metrics. Grant to Technicians only if they are in a senior accountability role.
View team members
Allows the member to open the Team section and see the members list and basic profiles. Dispatchers have this by default. Grant to a Technician or Field Lead who needs visibility into who else is on the team without needing management capabilities.
Manage team members
Allows the member to invite new team members, edit their profiles and roles, manage individual permission overrides, and remove members from the organization. This is a high-trust permission — only grant it to people who should genuinely manage HR functions. Members with this permission also see the schedule setup banner to help ensure locations are fully configured. Note: Managers cannot assign or remove the Owner role.
Edit workspace settings
Full access to organization-wide settings — business info, branding, integrations, and configurations. Managers have this by default. Be cautious granting this override, as changes here affect everyone in your organization.
Forms
Create & manage team forms
Access to the Forms builder — create new forms, add fields and sections, and link forms to services or send them to clients. Managers handle this by default. Grant to a Dispatcher or experienced Technician who is responsible for maintaining job documentation templates.
Services
View services
Opens the service catalog so the member can browse services, categories, pricing, and linked products or equipment. All field roles have this by default — Technicians need to see what jobs they're performing. Restrict if you want a member to operate entirely without visibility into the service menu.
Create & edit services
Lets the member add new services, edit existing ones (name, duration, pricing, category), and delete services from the catalog. Managers have this by default. Grant to a Dispatcher or senior Technician who helps maintain the service menu.
Add products to services
Allows the member to link specific products from inventory to a service record. Useful for tracking materials used on a job. Granted to all field roles by default.
Add equipment to services
Same as above but for equipment. Lets the member associate tools or equipment with a service job. Granted to all field roles by default.
Services (individual toggle)
Can perform services
A standalone toggle that controls whether a team member can be assigned to and perform services at all. When disabled, they won't appear as an assignable resource when booking. This is separate from their role — for example, an Owner or Manager in an administrative role can have this turned off so they don't appear in booking flows. Manage this in the Services tab or the Roles & Permissions tab of a member's profile.
Best practices
Use roles as the baseline, overrides as the exception
Assign the role that best matches a member's day-to-day responsibilities, then use individual overrides for the one or two extra things they specifically need. Avoid over-granting.
Don't over-promote to solve a permission gap
If a Technician needs to view reports, grant that specific override — don't promote them to Dispatcher just to unblock one feature. The role ladder is for responsibility levels, not access workarounds.
Keep Owner accounts protected
Your Owner account has access to billing and can delete the organization. Use a strong password and keep your Owner-level members to a minimum. If an Owner leaves, transfer ownership before removing their account.
Review permissions when roles change
When a team member's role changes, their overrides carry over. Review their Individual Permissions after a role change to ensure they don't retain access that no longer makes sense for their new position.