What each role can do.

Owners and admins manage the business and the team, dispatchers run the day, technicians see only their own jobs, and viewers can look but not change anything. You pick the role when you invite someone and can change it later under Settings → Team.

An owner has full access. An admin comes close, but only an owner can hand out the Owner or Admin role, only an owner can change or remove another owner or admin, and only an owner can turn the Receptionist on. A dispatcher runs the day in Schedule, jobs, customers, Messages and Calls, and can refund a card payment. Changes to Team, Phone & texting, Automations and call flows are saved only for owners and admins. A technician works from their own phone, sees only the jobs assigned to them, and can start and finish a job, add items, text the customer and collect payment. In Messages a technician sees only the customers from their own jobs. A viewer opens the same view a technician does and can look, but every change comes back as read-only.

Steps

1. Open Settings → Team and find the person.
2. Press the pencil icon labeled Edit on their row.
3. Choose a new Role and press Save changes.

Good to know

Nobody can change their own role, and the last owner cannot be demoted or removed.

Technicians and viewers cannot open the dispatcher view, even on a computer. JobField sends them to their own jobs instead.

On a phone, everyone starts in the technician view. Owners, admins and dispatchers press Dispatcher view there to reach the board, finance, reports and settings.