Team, roles & permissions

Step by step

1. Open Company → Team to add people: ✉ Send invite by email, + Generate code for an invite code they enter on the “Join” tab when they register, or Add member to create the account right away. Pick a role for each person.
2. The built-in presets are Owner, Admin, Office, Dispatcher, Technician, Shop / Warehouse, Bookkeeper and Estimator. Owner always has full access and can’t be edited.
3. Open Company → Roles & permissions (or ⚙ Roles & permissions on Team) and pick a role. Permissions are a module × action grid grouped by area — Field & Service; Inventory, Materials & Shop; Projects; Sales & Estimating; Billing & Accounting; Communication; Team & Administration. Set a module to None, Read or Full, or tick single actions; any action also turns on View.
4. For modules with records of their own — work orders, service tickets, projects and others — choose Own only or All records. A Technician sees the jobs assigned to or created by them unless the role gets “See all”.
5. Financial visibility applies everywhere: “See prices, costs & totals”, “See margins, markup & profit” and “See pay & labor rates”. Without them the role sees jobs, projects and inventory with the money hidden.
6. Shop Scanner & Labels covers the scanner screen, adding unknown barcodes, adding parts and tools from a photo, printing worker badges and setting up label printers. Actions marked ADMIN belong only to Owner and Admin until you grant them.
7. + New role creates a custom role — start from Nothing or from a preset. Saving a preset makes a customized copy for this workspace; Reset to preset brings back the original. Search, Copy from…, Compare with… and the “What this role can open” preview help before you click Save permissions — members get the change on their next click.
8. On a member’s Team page an admin can ✉ Send reset email or 🔗 Copy reset link, Reset / turn off 2FA, Send 2FA setup link, or Require 2FA at sign-in — the person must enroll the next time they sign in.

Tips

• Give people the least access they need — you can always widen it.
• This Help Center follows the same permissions: people see the guides for the screens their role can open.

Open it in MEPSub

Sign-in required. What you see depends on your role and plan.

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