Roles and permissions
What the owner, Admins, Project Managers and Employees can see and do.
Everyone sees what they need — and nothing they don’t. Pricing stays with the people who quote, and the crew on site get their jobs without the noise.
The four levels
- Owner — the person who created the account. Can do everything, plus manage users, roles and billing.
- Admin — everything: quotes, pricing, invoicing, jobs and the calendar. Can’t manage users or billing.
- Project Manager — runs the work: jobs, scheduling, customers and invoicing. Quotes and pricing are hidden.
- Employee — on the tools: their jobs and the calendar, clock on/off and photos. Can’t schedule, edit customers or delete.
Who can do what
- Quotes and pricing library — Owner and Admin.
- Invoicing — everyone.
- View and work on jobs — everyone.
- Schedule jobs and assign crew — Owner, Admin and Project Manager.
- Delete jobs — Owner, Admin and Project Manager.
- Calendar — everyone.
- View customers — everyone.
- Add and edit customers — Owner, Admin and Project Manager.
- Plans — everyone can view. Employees can’t edit them.
- Users, roles and billing — Owner only.
Tip
You can see this list in the app too: tap your name, then Users & team, and look under What each role can do.
Change someone’s role
- 1Tap your name at the top right, then Users & team.
- 2Tap the person.
- 3Under Access, tap the new role. It saves straight away.
Business settings
Your crew share your business details, logo and prices. Only the owner can change them. When a crew member opens Settings, they only see their own name, phone, email and password.
Still stuck?Talk to a real person on the robot team, or ask Sophie any time.