User Roles and Restrictions

Limit the visibility of your company, customer, and job data. FieldPulse allows you to assign different roles and permissions to different team members based on their job function. Mix and match roles with your team members to align with your business.

The ‘Manager’ role is allowed to create and view team member schedules, customers, invoices, and team activity to properly manage their team.

The ‘Service Agent’ role is limited to their assigned scope of work to keep them focused on the task at hand.

The ‘Limited Agent/Subcontractor’ role further limits the Service Agent’s visibility to disallow viewing customer history and invoicing information.