User Roles
Updated over a week ago

There are multiple user roles you can assign to team members on FieldPulse depending on their role in your business. Each user role comes with different permissions and capabilities within FieldPulse. As an administrator, you can customize what each user will have access to.


Administrator

Administrators have full access to the FieldPulse account. This role is best assigned to the company owner and the office manager. Their permissions include:

  • Full account access

  • Update and change FieldPulse billing preferences

  • Create and edit customers

  • Create and edit jobs and subtasks

  • Create, edit and send estimates and invoices

  • Create, edit and send purchase orders

  • View supplier invoices, and connect them to jobs and invoices

  • View and edit team schedules

  • View and edit all customers

  • View team member geolocation tags

  • Track, edit and view team timesheets

  • Full reporting capabilities

Not seeing the Admin role?

When you go to add a new user, under the Role drop down, you will select Team Manager. You will notice a field to the left appear that says Assign as Company Admin. You will toggle that on if you want to assign this user as an admin.


Team Manager

Team Managers can create and assign work to their team members. Each Team Manager can be assigned to lead multiple teams. Their permissions include:

  • Create and edit customers

  • Create and edit jobs and subtasks

  • Create, edit and send estimates and invoices

  • Create, edit and send purchase orders

  • View supplier invoices, and connect them to jobs and invoices

  • View team schedules, status updates and invoices

  • View all customers

  • View team member geolocation tags

  • Track and view team timesheets

The permissions listed below are standard for team managers but can be toggled on/off to meet your needs. To learn where to make these changes, visit the Adding New Users article.


Service Agent

The Service Agent role is designed only to see the work they are assigned. Their permission settings can be adjusted as desired. Their permissions can include:

  • Update assigned jobs and subtasks

  • Create and send estimates and invoices

  • Change job status, attach files and add comments

  • View assigned customer profiles

  • View invoices from assigned jobs

  • Track time and timesheets

  • Call or SMS customers from native phone

The permissions listed are standard for service agents but can be toggled on/off to meet your needs. To learn where to make these changes, visit the Adding New Users article.

Additional permission settings have recently been released for Service Agents:

  • Ability to Open Estimates/Invoices Created By Other Users on Assigned Job and Customer Profile

  • Ability to Open Jobs Assigned to Other Users from Customer Profile

  • Ability to Create Subtasks on Assigned Jobs

  • Ability to Edit Subtasks Created by Other Users

To enable these permission settings, please contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
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