Who can do what
The five staff roles from owner down to field crew: where each one lands when they sign in, what the office menu hides from them, and who adds staff.
Five roles, in rank order
Every person who signs in has one role. Roles are ranked, and where a screen asks for a role, anybody at that rank or above gets in. The Staff screen words them this way:
- Owner — everything, including staff and payments.
- Admin — everything except staff and payments.
- Dispatcher — schedules work, manages customers.
- Crew leader — field app, and can close out a day.
- Field crew — field app only.
Where each one lands
An owner, an admin or a dispatcher signs in to the office and lands on the Dashboard. A crew leader or field crew lands on the crew phone, and is sent back to it if they open an office address.
Nobody is shown an error for reaching above their role. They are sent to where they land, with a notice they can dismiss saying that the screen needs a higher role.
What the office menu leaves out
The office menu lists only what a person’s role may open, so nobody is shown a link that bounces them. The pages check the role as well; leaving a link off is a courtesy, not the lock.
- Below Admin, the menu leaves out Payroll, Job costing, What work takes, What if, Segments, Money going, Import, Organization, Brand, Automations and Health.
- Below Owner, it also leaves out Staff, Subscription and Payments.
- A dispatcher can read Crews and services, but changing a crew or a service is for an admin or above.
Adding people
Only an owner can add staff or change somebody’s role, and a role can be changed later on the same screen. Removing somebody’s access keeps their name on every job and timesheet they worked.
- Open Settings, then Staff.It is in the menu for owners only.
- Fill in Add somebody: their name, email and language.The phone number is optional and is only so you can reach them; nothing is sent to it. The language is the one the field app opens in.
- Choose what they can do.Field crew is where it starts. Give the lowest role that does the job.
- Press Add to team.Where email can be delivered, they are sent a link to choose their own password. Where it cannot, the page shows a generated password once. It is stored nowhere, so pass it on then; if it is lost, remove their access and add them back.
- Add crew leaders and field crew to a crew, on Crews and services.Somebody who is on no crew signs in perfectly and sees an empty day.