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. 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

Billing and users are admin only

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.

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.

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