Help Center | Role Assignment and Changes | Help Center

Assign or change user roles to grant appropriate system access.

Changing a User's Role

Open the user's edit modal

Select new role from dropdown

- Admin

- Dispatcher

- Driver (Tech)

Save changes

Role Change Considerations

Role changes take effect immediately

User's access updates on next page load

Review permissions before changing

Promoting to Admin

Grants full system access

Should be limited to trusted personnel

Consider business implications

Demoting from Admin

Removes administrative privileges

User retains their data and history

May affect their ability to manage settings

Best Practices

Assign minimum necessary permissions

Regularly review role assignments

Document role change reasons

Consider using Dispatcher for most operational staff

Assign or change user roles to grant appropriate system access.

Changing a User's Role

Open the user's edit modal

Select new role from dropdown

- Admin

- Dispatcher

- Driver (Tech)

Save changes

Role Change Considerations

Role changes take effect immediately

User's access updates on next page load

Review permissions before changing

Promoting to Admin

Grants full system access

Should be limited to trusted personnel

Consider business implications

Demoting from Admin

Removes administrative privileges

User retains their data and history

May affect their ability to manage settings

Best Practices

Assign minimum necessary permissions

Regularly review role assignments

Document role change reasons

Consider using Dispatcher for most operational staff

For Your Customers

For Your Technicians

For Your Business

Role Assignment and Changes

For Your Customers

For Your Technicians

For Your Business

Role Assignment and Changes

Changing a User's Role

Role Change Considerations

Promoting to Admin

Demoting from Admin

Best Practices

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Changing a User's Role

Role Change Considerations

Promoting to Admin

Demoting from Admin

Best Practices

Was this article helpful?

Related Articles