User Roles & Permissions

What Admin, Office, Field Supervisor, Driller, and Accountant can each open in the console

User Roles & Permissions

Every person on your account has one role. The role decides which pages they can open in the console. On Settings > Billing the role also decides which controls on that page they can use. An admin sets the role under Settings > Users.

Roles apply to the whole account, not to one project, so a person keeps the same role on every job.

Quick Start: Assign the Correct Role

Open Settings > Users.
Select the person.
Choose the role.
Save.
Ask them to sign out and back in.

Only an admin can change a role.

Step-by-Step: What each role can open

An admin can open every page. The table covers the other three staff roles.

Area	Office	Field Supervisor	Driller
Dashboard, projects, work orders, own timecards, equipment, maps	Yes	Yes	Yes
Scheduling	Yes	Yes	No
Invoices	Yes	Yes	No
Contacts	Yes	Yes	No
Reports and well inspections	Yes	Yes	No
Geology and geothermal	Yes	No	Yes
Accounting	Yes	No	No
Communications	Yes	No	No
Compliance and liens	Yes	No	No
Inventory	Yes	No	No
Open work queue	Yes	No	No
Fleet DVIR history	Yes	No	No
Timecard policy and pay settings	Yes	No	No
Settings, general	Yes	No	No
Settings > Users	No	No	No
Settings > Billing	Yes	Yes	No
Security, integrations, and API keys	No	No	No

Billing is open to three roles

Office and Field Supervisor can open Settings > Billing and manage the card on file. Only an admin can change the plan or cancel the subscription. Only an admin can add, remove, and edit users.

What each role can do in Settings > Billing

Page access is not the whole answer. The console checks the role again for each action on the page.

Action	Admin	Office	Field Supervisor
Open the page	Yes	Yes	Yes
See the plan, the status, and the seat count	Yes	Yes	Yes
Add a card or update the card on file	Yes	Yes	Yes
Start a subscription when the company has none	Yes	Yes	Yes
Change the plan on an active subscription	Yes	No	No
Cancel the subscription	Yes	No	No
Set up Stripe Connect to accept customer payments	Yes	No	No

Driller and Accountant cannot open the page.

The console hides the controls a role cannot use. The Cancel subscription button and the Stripe Connect card do not appear for Office or Field Supervisor.

Admin

For owners and the people you trust with the account itself. Admins reach every page, including billing, users, security, integrations, and API keys.

Keep at least two admins so you are never locked out of plan changes, cancellation, or user management.

Office

For coordinators and office staff. Projects, scheduling, invoices, accounting, contacts, communications, compliance, liens, inventory, and reports, plus general settings.

An Office user can open Settings > Billing and manage the card on file. An Office user cannot change the plan, cancel the subscription, or manage users.

Field Supervisor

For the people running crews and jobs. Projects, scheduling, work orders, timecards, equipment, invoices, contacts, and reports.

In the console, Settings > Billing is the only settings page a Field Supervisor can open. They can see the plan and manage the card there. They cannot change the plan or cancel the subscription. On the classic app a Field Supervisor reaches the same pages an Office user does.

Driller

For field crews. Projects, work orders, timecards, equipment, maps, geology, and geothermal.

No scheduling, no invoices, no contacts, and no settings.

Accountant

An outside CPA you invite from Accounting > Settings. They see the Accounting area and nothing else, and you can revoke the invitation at any time. You cannot assign this role from Settings > Users; it exists only through that invitation.

See Accounting for what that area contains.

The User role means different things in the two apps

Some accounts still carry an older role named User. What it grants depends on which app the person opens, so decide from the app your team actually uses.

In the console, despite the name, it is not a limited role. It grants the same access as Office, with one exception: a User cannot open Settings > Billing. The Billing tab does not appear for them.

In the classic app at app.drillerdb.com, it is genuinely limited, and far more so than Office. A User is shut out of areas an Office user reaches, including accounting and the QuickBooks connection, job costing, invoices, timecards, forms, team management, equipment, service contracts, compliance and billing.

So the same person can reach most of Office's work in the console and be refused most of it in the classic app. If you meant to give someone Office's access, set their role to Office rather than leaving them on User, and it will mean the same thing in both places.

A User on the classic app is not a safe or read-only account, though. Many actions are not role-gated at all, so a User can still do things like send a text or an email, add equipment, delete an equipment file, and start a bulk import. Use Driller or Field Supervisor if you want a role that is actually restricted.

To give a User billing access in the console, change their role to Office, Field Supervisor, or Admin.

If you want a limited role, use Driller or Field Supervisor instead. If someone is set to User and should have less access, change their role.

Troubleshooting

Someone cannot open a page you expected

Check their role against the table above. If the role is right, have them sign out and back in so the change takes effect.

Someone can open more than you intended

If this is the console, check whether they are set to User, which grants Office access there. Move them to Driller or Field Supervisor.

Someone can open less than you intended

If this is the classic app, check whether they are set to User. It is much more limited than Office there, so accounting, job costing, invoices, timecards, forms, team, equipment and compliance are all closed to them. Change the role to Office.

An Office user has no Billing tab

Check whether their role is the older User rather than Office. In the console a User gets Office access everywhere except billing. Change the role to Office.

An Office or Field Supervisor user cannot see the Cancel subscription button

Cancellation is limited to admins. The console hides the button for the other two roles. It does not show a control that then fails. Ask an admin to cancel.

User Management - adding, editing, and deactivating accounts
Accounting - the area an invited accountant can reach
Security Settings - password and sign-in controls
Activity Log - who did what, and when