Roles, permissions and groups

What each role can do, and how groups make bulk assignment and scheduling easier.

Roles set what a person can see and change; groups bundle people for assignment and coverage. Most workspaces run a handful of roles — administrators, planners, technicians and viewers.

• Typical roles
• Administrator — full control: people, settings, everything.
• Planner — schedules and approves work, manages the backlog.
• Technician — executes work orders, logs time and parts.
• Viewer — sees dashboards and records without changing them.

Groups (a shift, a crew, a trade) let work be assigned to a team rather than a person — whoever is free picks it up, and coverage follows the roster.

• Groups