Team Roles

Role Matrix

Capability	Admin	Manager	Scheduler	Inspector
View Orders	✅	✅	✅	✅
Create & edit Orders	✅	✅	✅	❌
Assign Inspectors	✅	✅	✅	❌
View calendar	✅	✅	✅	✅
Manage calendar	✅	✅	✅	❌
View contacts	✅	✅	✅	✅
Manage contacts	✅	✅	✅	❌
View billing	✅	✅	❌	❌
Manage billing	✅	✅	❌	❌
View team	✅	✅	✅	✅
Manage team (invite/remove)	✅	❌	❌	❌
Manage automations	✅	✅	❌	❌
Manage agreements	✅	✅	❌	❌
Manage scheduling config	✅	✅	❌	❌
View settings	✅	✅	✅	✅
Manage settings	✅	✅	❌	❌

Role Descriptions

Admin

Admin only

Full control over all features and settings. The only role that can manage team membership — inviting, removing, and changing roles for team members.

Manager

Manager only

Manages day-to-day operations including Orders, contacts, billing, automations, agreements, scheduling configuration, and settings. Cannot invite or remove team members.

Scheduler

Scheduler only

Focused on the scheduling workflow — creating Orders, managing the calendar, and working with contacts. Can view settings and team but cannot manage billing, automations, or agreements.

Service Worker

Service Worker only

Field worker role with read-only access. Can view Orders, the calendar, contacts, team, and settings. Cannot create or edit records.