Users, Roles & Permissions

Why this matters

Most workflow mess comes from the wrong access. Good permissions keep Jobs tidy and responsibility clear.

Recommended roles

Admin

• Full access: settings, templates, users, exports.

Ops / Dispatcher

• Create Jobs, set Allocated, create Visits, monitor progress, chase updates.

Engineer

• Mobile workflow: view assigned Jobs, add notes/photos, update status, complete Jobs.

Finance

• Invoices: Draft, Posted, Payments, exports.

Client (Portal)

• View Job progress, Visit slot, attachments/closeout (depending on your settings).

Service Partner

• Only sees Jobs allocated to them; uploads evidence and updates.

Best practice

• Keep Admins limited.

• Create one “Ops Supervisor” user with higher access for cover and escalations.