User Roles & Permissions
Every person on your account has one role. The role decides which pages they can open in the console. An admin sets it 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 | No | No | No |
| Security, integrations, and API keys | No | No | No |
An Office user runs the business day to day and still cannot change the subscription or add, remove, and edit users. Both are limited to admins.
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 billing 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 cannot change billing and cannot manage users.
Field Supervisor
For the people running crews and jobs. Projects, scheduling, work orders, timecards, equipment, invoices, contacts, and reports.
No settings pages of any kind.
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 is not a limited role
Some accounts still carry an older role named User. Despite the name it grants the same access as Office.
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
Check whether they are set to User, which grants Office access. Move them to Driller or Field Supervisor.
Related Topics
- 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