In FieldInsight, there are three types of user roles:
Administration (called 'Admin' for short)
Schedulers
Technicians.
Each role has different levels of access within the system. The account owner decides which role is best suited for each team member.
Admin Accounts
Admin accounts have the highest level of access and can create, edit, and delete accounts for Schedulers and Technicians. They also manage jobs, customer details, and inventory.
Admin Permissions:
Can create, edit, and delete accounts for Schedulers and Technicians.
Can create, edit, delete, and assign jobs to staff.
Can manage Customers, Account Customers, and Inventory.
Have unrestricted access to FieldInsight.
Schedulers
Schedulers have limited access to the system. They can only delete jobs or access account settings if permitted by an 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.
Schedulers Permissions:
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. (needs a Technician role assigned to access the mobile view)
Have restricted access to the FieldInsight web app.
Technicians
Technicians primarily use the mobile version of FieldInsight. They cannot switch to the Scheduler view unless they are also assigned a Scheduler role. Technicians may be allowed to access inventory for jobs, but they cannot create, edit, or delete jobs or quotes unless permitted by an Admin.
Technician Permissions:
Cannot create, edit, or delete jobs (unless allowed).
Cannot create quotes (unless allowed).
Can add inventory to a job (if allowed).
Do not have access to the FieldInsight account or settings.
Have access to the FieldInsight mobile app.
Can update job statuses and send text messages to customers via the mobile app.
Can only view jobs assigned to them in their schedule.
Can be set as a Team Lead if responsible for another team member’s timesheet entries.
Customising Role Permissions
There are various settings within System Fields, Settings, and individual Staff Member pages that allow you to fine-tune access levels. This ensures the right balance for your team, keeping the system organised and secure.