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User roles - designed to be limited
User roles - designed to be limited

Roles also limit what the user can see in Fieldwork

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

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
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