Skip to main content
All CollectionsDefinitions
What are the different permission levels of my team members?
What are the different permission levels of my team members?

See below for what settings and features different team members can access based on their level within the organization.

Updated over 3 months ago

Administrator: (Controls the permission the rest of the team as access to)

Full Access, including adding new members, changing Admin Settings, and changing locations of themselves and other team members

General Member: (Standard)

Orders: Field Actions, Edit Settings, and View;

Dispatch: Edit and View

Yard: View

Invoices: View, send and take payments on Invoices

Work Order: Edit and View

Inventory: Edit and View

Customer: Edit and View

Create New Orders and Quick-Sales

Driver/Yard Worker: (Specialized)

Customer: View

Dispatch: View

Inventory: View

Order: Field Actions and View

Work Order: View and Edit

Yard: View

Field actions refer to the check in and check out process, including getting signed contracts and uploading photos to the system.

You can also find this information when you invite a team member and press "Show Role Details."

Did this answer your question?