Team Roles

Role Matrix

Capability	Admin	Manager	Scheduler	Inspector
View Orders	✅	✅	✅	✅
Create & edit Orders	✅	✅	✅	❌
Assign Inspectors	✅	✅	✅	❌
View calendar	✅	✅	✅	✅
Manage calendar	✅	✅	✅	❌
View contacts	✅	✅	✅	✅
Manage contacts	✅	✅	✅	❌
View billing	✅	✅	❌	❌
Manage billing	✅	✅	❌	❌
View team	✅	✅	✅	✅
Manage team (invite/remove)	✅	❌	❌	❌
Manage automations	✅	✅	❌	❌
Manage webhooks	✅	✅	❌	❌
Manage agreements	✅	✅	❌	❌
Manage scheduling config	✅	✅	❌	❌
View settings	✅	✅	✅	✅
Manage settings	✅	✅	❌	❌

Role Descriptions

Admin

Admin only

Full control over all features and settings. The only role that can manage team membership — inviting, removing, and changing roles for team members.

Manager

Manager only

Manages day-to-day operations including Orders, contacts, billing, automations, agreements, scheduling configuration, and settings. Cannot invite or remove team members.

Scheduler

Scheduler only

Focused on the scheduling workflow — creating Orders, managing the calendar, and working with contacts. Can view settings and team but cannot manage billing, automations, or agreements.

Service Worker

Inspector only

Field worker role with read-only access. Can view Orders, the calendar, contacts, team, and settings. Cannot create or edit records.

A deactivated member with no access. Temporary members move to this role automatically when their access period ends. An Admin can restore access by renewing the member or making them permanent — see Managing Team Members.