Roles, permissions, and team access
Compare Owner, Dispatcher, and Technician access and update a teammate.
| Role | Access |
|---|---|
| Owner | Full office, billing, payouts, and team |
| Dispatcher | Customers, schedule, all jobs, estimates, invoices, payments, totals, directory tools, and team; no billing or payouts |
| Technician | Today and My jobs; can record a payment but cannot see company totals |
Change or remove access
- Open Settings, then Team.
- Find the person.
- Choose a new role, or select Deactivate to remove access.
You cannot change your own role. A dispatcher cannot change an owner. Select Reactivate to restore someone later.
After the phone app is released, technicians receive Home, Jobs, Schedule, and More, but not the Customers tab. Directory tools under More remain limited to owners and dispatchers.