Every teammate has a role, and their role decides what they can see and do in Fieldsity. Picking the right one keeps sensitive things — billing, settings, hiring — in the right hands, while giving everyone else exactly what they need.
The five roles
Role | What they can do | Best for |
Admin | Full access to everything — billing and subscription, adding and removing team members, connections, and all business settings. | Owners and partners. |
Manager | Runs day-to-day operations — schedule jobs, manage clients, send invoices, track payments. Can't touch subscription or account settings, or remove people. | Your office manager or supervisor. |
Dispatcher | Schedules jobs, assigns workers, talks to clients, and creates invoices. Can't hire or fire. | Office staff and receptionists. |
Technician | Sees their assigned jobs, updates progress, logs time, and completes work orders. Can't change company settings or create jobs. | Field workers doing the service. |
Limited User | Read-only access to assigned jobs and clients. Can't create or edit anything, or see billing. | Basic workers who only need to see what's assigned. |
Note: This is why a teammate might not see a button or menu you do — it's not turned off, their role just doesn't include it. If someone needs more access, an Admin can change their role.
You set a role when you invite someone, and can change it any time. See Invite team members and Change a team member's role.