User Roles and Restrictions

Different roles and app permissions give team members different access and functionality based on their job function. Mix and match roles with your team members to align with your business.

Assign the Manager role to create and view team member schedules and activity for greater business insight.

Assign the Service Agent role to limit the scope of their views to keep them focused on their assigned work.

Assign the Subcontractor role to limit exposure to internal customer lists, invoices, payments, and business activity.