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 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 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 Roles: Assignment users can be created for scheduling purposes, however they do not have access to the FieldPulse platform. Contact our team to learn more!
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.