Setting up your team and permissions

Every team member has one of four built-in roles: Owner, Dispatcher, Accountant, or Technician. Each comes with a sensible default set of permissions — an owner can do everything, a technician sees their own assigned jobs and clocks their own hours, a dispatcher manages scheduling and assignments, and an accountant manages invoicing and payments without necessarily touching scheduling.

If the built-in roles don't quite fit — say, a technician who should also be able to create estimates — you can define a custom role from Settings → Roles, picking exactly which permissions it grants. Assign it to a team member from their profile, and it overrides their built-in role's permission set (their base role, like Technician, is still kept on file — it just isn't what determines their access anymore).

To add a new team member, go to Team → Add team member, set their role (and hourly rate, if relevant for job costing), and they'll receive login details by email.