Administration
How to Assign a Role to a User
roles permissions users
How to Assign a Role to a User
When to use this guide
Use this guide to control what each user can access in the system — jobs, invoices, settings, payroll, etc.
Prerequisites
- Employee must exist.
- Admin or owner permissions required.
Step-by-step
Step 1 — Open Users & Roles
- Go to Administration → Users & Roles.
- Search for the user or employee.
Step 2 — Select the User
Click the user to open the permission panel.
Step 3 — Assign a Role
Common roles include:
- Administrator – Full access
- Manager – Limited admin permissions
- Office Staff – Jobs, invoices, customers
- Technician – Employee App only
- Accountant – Invoices, payments, reports
Select the appropriate role based on job responsibility.
Step 4 — Adjust Custom Permissions (Optional)
You can enable or disable:
- Edit invoices
- Create jobs
- Run payroll
- Access schedules
- Access reports
- Delete records
Step 5 — Save Changes
Click Save.
Common mistakes
❌ User can’t log in
- User didn’t receive invitation email.
- Wrong email assigned to user.
❌ User sees empty menu
- Role has no navigation permissions enabled.
❌ Technician sees office modules
- Wrong role assigned — should be “Technician”.