> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# User Roles
> Compare Admin, Team Manager, Service Agent, and Limited Agent roles side by side and determine who has permissions to do what within the platform.
There are multiple user roles that 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.
To learn more about configuring each users permission settings, [configuring user permission settings](/using-fieldpulse/users-teams/adding-new-users#h_f1b9d08054).
***
# Side-by-Side Comparison
| Feature / Capability | Admin
*Full access* | Team Manager
*Team lead* | Service Agent
*Field tech* | Limited Agent
*Mobile only* |
| --------------------------------------------------- | ----------------------------------------- | ------------------------------------------------- | ------------------------------------------------- | ----------------------------------------- |
| Web App access | Yes | Yes | Yes | No |
| Mobile App access | Yes | Yes | Yes | Yes |
| Offline Mode | Yes | Yes | Yes | No |
| Receives Job email | Yes | Yes | Yes | Yes |
| View Company Settings | Yes | No | No | No |
| Change billing preferences | Yes | No | No | No |
| View all Customers | Yes | Configurable | Configurable | Name & location only |
| Create & edit Customers | Yes | Configurable | No | No |
| View Customer Communications | Yes | Configurable | No | No |
| View Inbound Leads | Yes | Configurable | No | No |
| View all Jobs | Yes | Own team only | Assigned jobs only | Assigned jobs only |
| Create & edit Jobs | Yes | Yes | Own jobs only | No |
| Create Subtasks | Yes | Yes | Yes | No |
| Create Job Reports | Yes | Yes | Yes | No |
| View & edit all schedules | Yes | Own team only | No | No |
| Be assigned to Jobs, Site Visits, Tasks, & Subtasks | Yes | Yes | Yes | Yes |
| Create & send Estimates/Invoices | Yes | Yes | Configurable | No |
| View unit cost & price | Yes | Configurable | Configurable | No |
| Use Pricebook | Yes | Yes | Yes | No |
| Accept FieldPulse Payments | Yes | Configurable | Configurable | No |
| Commission access | Yes | Configurable | Configurable | No |
| Create & send Purchase Orders | Yes | Configurable | Configurable | No |
| View Recurring Billing | Yes | Configurable | Own / assigned customers | No |
| View & edit Material Lists | Yes | Yes | Assigned jobs only | No |
| Adjust Inventory | Yes | Configurable | Configurable | No |
| Create, edit & view Assets | Yes | Yes | Configurable | No |
| Archive Assets | Yes | Yes | Yes | No |
| Track own time | Yes | Yes | Yes | Yes |
| View & edit all Timesheets | Yes | Configurable | No | No |
| GPS geostamp on clock-in/out | Yes | Yes | Yes | Yes |
| Full Reporting access | Yes | Configurable | No | No |
| Create & view notes | Yes | Yes | Yes | View only |
| View Internal Activity on records | Yes | Configurable | Configurable | No |
| Upload files | Yes | Yes | Yes | Yes |
***
# **Administrator**
Administrators have full access to the FieldPulse account. This role is best assigned to the company owner and the office manager.
**Their permissions can include:**
* *Full account access*
* *Offline Mode*
* *Update and change FieldPulse billing preferences*
* *Create and edit customers*
* *Create and edit jobs and subtasks*
* *Create, edit, and view all material lists*
* *Create, edit, and send estimates and invoices*
* *Can see all recurring billings across the entire system*
* *Create, edit, and send purchase orders*
* *View and edit all commission*
* *Create, edit, archive, and view assets*
* *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. They do not have the ability to view *Company Settings* or other teams' schedules.
**Their permissions can include:**
* **Customers:**
* *Create, edit, and view customer list*
* *View all customer communications*
* *View inbound leads list*
* **Work:**
* *Create, edit, and view jobs assigned to them and their team*
* *View, edit, and create all material lists*
* *Create, edit, and view maintenance agreements*
* **Sales:**
* *View item list and create line items*
* *View, adjust, and/or count inventory items at other hubs*
* *Create, edit, and view estimates and invoices*
* *View unit cost and/or price on estimates and invoices*
* *Edit locked invoices*
* *Edit locked estimates*
* *Can see all recurring billings across the entire system **OR** only see recurring billings they created, billings for their assigned customers, or billings for customers where their team is assigned to the job/project.*
* *Create, edit, and send purchase orders*
* *Create, edit, archive, and view assets*
* *Use pricebook*
* *Hide line items in groupings from the pricebook (mobile app only)*
* *Make FieldPulse Payments and/or refunds*
* *View and edit commission*
* **Other:**
* *Use timesheets*
* *View internal activity on records*
* *Create and view notes (personal and company-wide)*
* *Ability to use the reporting feature*
* *Offline Mode*
To learn how to make individual user permission adjustments, visit the [Adding New Users article](/using-fieldpulse/users-teams/adding-new-users).
***
# **Service Agent**
The Service Agent role is designed for technicians out in the field. Their permission settings can be adjusted as desired.
**Their permissions can include:**
* **Customers:**
* *View assigned customer profiles*
* *Call or SMS customers from native phone*
* **Work:**
* *Create jobs assigned to themselves*
* *Open jobs assigned to other user from the customer profile*
* *Create job reports*
* *Create subtasks on assigned jobs*
* *Edit subtasks created by other users*
* *View subtasks not assigned to them on jobs*
* *Create and view maintenance agreements*
* *View, edit, and create material lists assigned to themselves or related to their assigned jobs*
* **Sales:**
* *View item list and create line items*
* *View, adjust, and/or count inventory items at other hubs*
* *Create, edit, and view the estimates and invoices for their assigned jobs*
* *View unit cost and/or the price of items on estimates and invoices*
* *View Recurring Billing they personally created, or those tied to customers they already have permission to view*
* *Create, edit, and send purchase orders*
* *Create, edit, archive, and view assets*
* *Use pricebook*
* *Hide line items in groupings from the pricebook (mobile app only)*
* *Make FieldPulse Payments and/or refunds*
* *Edit locked invoices*
* *Edit locked estimates*
* *View commission*
* **Other:**
* *Track time and timesheets*
* *View internal activity on records*
* *Create and view notes (personal and company-wide)*
* *Offline Mode*
***Ability to View Customer List Page* Toggle**
* **Functionality**: When this permission is enabled, Service Agents will see a **Customer List** tab in their sidebar.
* **Visibility Control**: The customers displayed in this list are determined by the existing ***Customer List Visibility & Record Access* Dropdown** setting in the User Feature Permissions. This ensures that agents only see customers they are permitted to view.
* **Admin Control**: This feature gives Admin users greater control over what Service Agents can see, while maintaining tight visibility permissions.
To learn how to make individual user permission adjustments, visit the [Adding New Users article](/using-fieldpulse/users-teams/adding-new-users).
***
# **Limited Agent**
The Limited Agent role is designed to see the work they are assigned via the mobile app only. This user can be assigned to a team.
**Their permissions can include:**
* *Upload files*
* *Utilize both general and job timesheets*
* *View customer name, location, job date/time, assigned team members, status, notes, field notes on job record, view job files*
* Limited Agents can only see jobs they are directly assigned to. The schedule view for these users cannot be further customized.
* If you as the business owner would like to restrict a Limited Agent’s visibility:
* Do not assign the agent to the job until they are ready for them to view it.
* Alternatively, consider upgrading the user to a Service Agent role to enable advanced schedule visibility controls.
## Geostamp and Time Clock
Limited agents can clock in and out, and a **geostamp** of their location will be captured, as long as the user has **location sharing enabled** for the FieldPulse app on their device.
Location tracking is a standard feature of the time clock functionality. When any user, including a limited agent, clocks in or out, the system automatically captures a GPS stamp of their location. This helps verify where the user was when they started or ended their shift. The feature relies on the user's phone settings; if location services are disabled for the FieldPulse app, a geostamp will not be recorded.
***
# **Assignment User**
This user is designed to receive an email outlining the job details. This user does not have access to the FieldPulse app or the ability to use any of its functionality. Contractors are a great example of an Assignment User.
**Their permissions can include:**
* *Ability to be assigned to Jobs, Site Visits,Tasks, and Subtasks*
***
# FAQs
**If a user is deactivated, will I still be able to view the records that user created/edited within the system?**
Yes! Everything will remain the same, except that the deactivated user will no longer be able to be assigned to Jobs or Site Visits moving forward.
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**How do I give Service Agents permission to generate job reports?**
Job report visibility for Service Agents is controlled in *Company Settings* > *Jobs* > *General* > *Job Report Visibility*.
***
**Have additional questions?**
Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.