Pick a role when you invite someone: Owner, Manager, Member or Field. Change what a role can do under Team Management > Roles.
Where: Team roles
- Open Team Management and press Roles (Owner and Managers only).
- Tick or untick permissions under a role, then press Save under that role.
- To change one person, open their Actions menu > permissions.
- To change someone's role, use the role picker on their row.
Watch out: Members and Field can open Settings but cannot save it. Their edits show "Not saved".
The four roles
| Role | Can | Cannot |
|---|---|---|
| Owner | Everything, including billing, transferring ownership and closing the business | |
| Manager | Everything a Member can, plus inviting and removing people, roles and settings | Billing, transfer ownership, close the business |
| Member (default) | Clients, quotes, jobs, invoices, scheduling and assigning work, with prices and reports | Team, settings, billing |
| Field | Their jobs and visits, the schedule, sites, assets, client contacts, photos and notes | Prices, quotes, invoices, reports, assigning work |
Field opens the job list and calendar on their own work and can switch to everyone's.
Permissions you can tick
Each role is a set of permissions such as See prices, totals, costs and other money figures, Assign people to jobs and visits and Change business settings. Reset to default puts a role back. Billing, transferring ownership and closing the business stay with the Owner whatever you tick.
Roles work the same on every plan. Chip AI follows the same permissions: a Field worker's Chip cannot see prices.
Common questions#
What can a Field worker see?
Their jobs and visits, the schedule, sites, assets, client contact details, photos and notes. No prices, quotes, invoices or reports, and they cannot assign work.
How do I hide prices from my staff?
Give them the Field role, or untick See prices, totals, costs and other money figures for their role under Team Management, Roles.
Why can't my team member save settings?
Members and Field cannot change business settings. Only the Owner and Managers can. Their changes show "Not saved".
Who can change the plan?
Only the Owner. Billing can never be given to anyone else.
Can I give one person extra permissions?
Yes. Team Management, their Actions menu, permissions. Tick what they need on top of their role.
Which role should my office admin have?
Member. They can do clients, quotes, jobs, invoices and scheduling. Make them Manager if they also run the team and settings.
Why can't my Field worker see the Assign button?
Field cannot assign work. Use Member or Manager for anyone who books the crew.