Base roles first
Every member has a base role: Owner (full access, bypasses all checks), Office, or Tech. That's the starting point. Custom roles layer permissions on top — they don't replace the base role.
Open Roles (owner only)
Team → Roles. You'll see system roles (Office Manager, Field Supervisor, etc. — preset and not editable) plus any custom roles you've created.
Create a custom role
Pick a base role (Office or Tech), give the role a name, then toggle individual permissions from the matrix — things like 'View customers', 'Assign schedule', 'Approve timesheets', 'Create work orders'. There are 40+ granular toggles.
Assign a role to a member
Team → Members. Click a member's role badge. Pick their base role, and optionally an additional custom role. Save. Their permissions update instantly.
Owner is always owner
You can't restrict the owner. Custom roles only apply on top of Office and Tech base roles.
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