Product guide
Team roles
Use role-based access to keep owners, admins, managers, front desk teams, dispatchers, employees, and finance users focused on the modules, data, and approvals they're responsible for.
Recommended role model
Start with these defaults, then add custom roles only when the business has a real separation of duties.
Owner
Default role
Owns the business workspace and final account decisions.
Access
Guardrail
Keep this role limited to account owners and senior administrators.
Admin
Default role
Configures the system and manages operational records.
Access
Guardrail
Can manage data broadly, but billing and ownership changes should stay controlled.
Manager
Default role
Approves team decisions and supervises work execution.
Access
Guardrail
Should not manage subscription or project ownership settings by default.
Dispatcher
Default role
Plans work and coordinates resource assignment.
Access
Guardrail
Limit settings and billing so dispatchers stay focused on daily execution.
Employee
Default role
Views assigned work and submits personal requests.
Access
Guardrail
Avoid exposing customer, billing, and team-wide data unless required.