Concepts

Roles and permissions matrix

A reference of what each role can do. Every action in the app falls into one of these buckets.

ActionOwnerManagerDispatcherTech
View own routes and jobsYesYesYesYes
Mark visits completeYesYesYesYes
View all routes and techsYesYesYesNo
Edit scheduleYesYesYesNo
Manage clientsYesYesYesNo
Send messagesYesYesYesLimited
Create and send invoicesYesYesNoNo
View Payroll (all)YesYesNoOwn only
Manage PersonnelYesYesNoNo
Org settingsYesYesNoNo
BillingYesNoNoNo

Related

Inviting your team