Level 5 · Advanced
8 min read
Owner
Roles and Permissions
Roles and Permissions
TradesmanExperts uses a role-based access control system.
Default Roles
| Role | Access |
|---|---|
| Owner | Full access to everything |
| Admin | Most features except billing settings |
| Office Staff | Scheduling, CRM, invoicing |
| Engineer | Mobile app, assigned jobs only |
| View Only | Read-only access |
Custom Roles
Create custom roles with precise permissions:
- Go to Settings > Roles
- Click + New Role
- Name the role
- Toggle individual permissions on/off
- Assign to team members
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