Summary
User roles are designed to be limited. This limits what the user can see in Fieldwork.
Key Points
Users are created at Settings > Users & Routes
Assign roles based on the users' purpose in your company
A person assigned to schedule can make changes that affect the schedule - the Navigation bar contains Calendar, Estimates, and Work Orders only
A person assigned to customers can make changes that affect the customers account information - the Navigation bar contains Customers and Marketing only
A person assigned to invoicing can make changes that affect the invoices - the Navigation bar contains Invoices, Payments, and Statements only
A person assigned to reporting can make changes that affect the reports - the Navigation bar contains Reports only
A person assigned as technician can see only the customers assigned to him or her. Tech’s can’t see each others Work Orders or each others customers.
A person assigned to admin has access to all of the above, plus Tasks.
Read only gives a user read-only access to what ever other roles they have
The remaining check boxes give a technician access to those areas in the Fieldwork Office app:
Estimates gives a user access to Estimates
Agreements gives a user access to Agreements
Tasks gives a user access to Tasks
Work Orders gives a user access to Work Orders
Renewal Notices gives a user access to Renewal Notices
See also: Users & Routes - getting started
Also watch this video: