Roles and permissions

The built-in roles#

• Admin: everything, including billing, settings and creating jobs.
• Dispatcher: books, edits, schedules and assigns jobs across the company, adds and edits customers, and quotes. No permanent deletes, refunds, settings or accounting.
• Office Manager: customers, jobs, estimates, invoices and payments, including marking invoices paid and refunds, plus the schedule.
• Technician: their own assigned jobs, in the web app and the Ormi Field app.
• Accountant and Viewer: read-focused roles for bookkeeping and oversight.

Built-in roles are fixed and cannot be edited. To give someone a different mix, make a custom role.

Change someone's role#

1. Under Team, open Users.
2. Open the row menu for the person and click Manage Roles.
3. Add or remove roles and save. A person can hold more than one role.

Create a custom role#

1. Under Team, open Roles and click Create Role.
2. Enter a Role Name and, optionally, a Description.
3. Optional: choose Inherit From to start from a built-in role's permissions.
4. Click create, then open the role and turn permissions on or off. Use Preview Changes, then Save.

A common example: a lead technician who may also dispatch. Create a role that inherits from Technician and add the dispatch permissions.

What if this fails?

Someone sees "You don't have permission" or a button is missing.

Their role does not include it. Give them another role with Manage Roles, or a custom role.

I can't edit the Dispatcher role.

Built-in roles are read-only. Create a custom role that inherits from it instead.

Related tasks

• Invite your teamGetting started
• Field access and billingTeam and roles