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The different roles in FieldInsight
The different roles in FieldInsight

What are different role types used for?

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Role Types within FieldInsight

There are three types of roles that can be created in FieldInsight: Administration

(called 'Admin' for short), Schedulers and Technicians.

ADMIN ACCOUNTS

These accounts can edit, delete and create accounts for schedulers and technicians, while also assigning jobs to staff.


Admin accounts have access to customer details, account customers and inventory information and they can add, edit and delete these pages.


Any admin accounts will have unrestricted access within the FieldInsight application.

  • Can create, edit, and delete accounts for Schedulers and Technicians.

  • Can create, edit, and delete jobs, and assign staff to jobs.

  • Can create, edit, and delete Customers, Account Customers, and Inventory.

  • Have unrestricted access to the FieldInsight application.

SCHEDULERS

The schedulers will only be allowed to delete jobs and have access to account settings if specified by the admin.


Schedulers will not have access to the FieldInsight mobile app and will only have restricted access to the FieldInsight app. Your admin will have control over what your schedulers can access.

  • May be able to delete jobs (if an Admin allows).

  • May have access to FieldInsight account settings (if allowed).

  • Do not have access to the FieldInsight mobile app.

  • Have restricted access to the FieldInsight app.

TECHNICIANS

Again the admin will have control over what the technicians can and can’t access. If allowed, technicians can have access to inventory for jobs. However they will not be able to create, edit and delete jobs or quotes unless allowed by admin.

  • Cannot create, edit, or delete jobs. (Unless allowed)

  • Can no create a quote (unless allowed)

  • Can add inventory to a job (if allowed)

  • Do not have access to the FieldInsight account or account settings.

  • Do have access to the FieldInsight mobile app.

  • Can update the status on jobs assign to them, and send text messages to customers through the mobile app.

  • Only able to see the jobs on their own schedule.

  • You can set a technician as a team lead if that person is responsible for another time sheet entry.

There are a variety of settings that can be changed in System Fields as well as Misc that will enable to get the right balance for your team.

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