Help Center | User Roles and Permissions | Help Center

Roles determine what each team member can access and perform within the system.

Admin Role

Full access to all system features

User management and role assignment

Settings and configuration control

Financial data and reporting access

Integration management

Dispatcher Role

Job scheduling and dispatch

Driver assignment and tracking

Customer communication

Route and schedule management

Limited settings access

Driver (Tech) Role

Mobile app access for field operations

Job execution and completion

Digital DVIR submissions

Photo and signature capture

Personal profile management

Time-off request submission

Tech View Access

Drivers can be granted additional "Tech View" access to see dispatcher-level information:

Enable in Settings → Staff Settings

Toggle "Allow Non-Driver Job Assignments"

Set individual user's "Tech View" permission

Role Normalization

The system normalizes legacy role names:

"Owner" → Admin

"Dispatch" → Dispatcher

Prefixed roles stripped to base value

Roles determine what each team member can access and perform within the system.

Admin Role

Full access to all system features

User management and role assignment

Settings and configuration control

Financial data and reporting access

Integration management

Dispatcher Role

Job scheduling and dispatch

Driver assignment and tracking

Customer communication

Route and schedule management

Limited settings access

Driver (Tech) Role

Mobile app access for field operations

Job execution and completion

Digital DVIR submissions

Photo and signature capture

Personal profile management

Time-off request submission

Tech View Access

Drivers can be granted additional "Tech View" access to see dispatcher-level information:

Enable in Settings → Staff Settings

Toggle "Allow Non-Driver Job Assignments"

Set individual user's "Tech View" permission

Role Normalization

The system normalizes legacy role names:

"Owner" → Admin

"Dispatch" → Dispatcher

Prefixed roles stripped to base value

For Your Customers

For Your Technicians

For Your Business

User Roles and Permissions

For Your Customers

For Your Technicians

For Your Business

User Roles and Permissions

Admin Role

Dispatcher Role

Driver (Tech) Role

Tech View Access

Role Normalization

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Admin Role

Dispatcher Role

Driver (Tech) Role

Tech View Access

Role Normalization

Was this article helpful?

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