User Roles & Permissions

DrillerDB uses a role model to control access across projects, billing, field workflows, and settings.

Quick Start: Assign the Correct Role

1. Open Settings > Users & Access
2. Select a user
3. Choose a role
4. Save changes
5. Have the user sign out/in if needed

Step-by-Step Workflow

1. Open Settings > Users & Access
2. Select a user
3. Choose a role
4. Save changes
5. Have the user sign out/in if needed

Role Summary

Admin

Use for owners and trusted managers who need full control.

• Can manage users and key settings
• Can access financial workflows
• Can manage projects and operations end-to-end

Office

Use for coordinators and office staff handling operations.

• Can manage projects, scheduling, and customer records
• Can work in billing/invoicing flows as configured
• Does not typically have full system-admin control

Field

Use for field crews and technicians.

• Focused on assigned jobs and field reporting workflows
• Can submit logs/check-ins and related field data
• Access to some features may vary by company configuration (for example DVIR enablement)

User

Use for minimal access scenarios.

• Basic visibility with limited editing capabilities
• Good for occasional/internal viewers

Role Change Checklist

1. Confirm the person’s daily responsibilities
2. Assign the lowest role that still fits the work
3. Save changes and document why role changed
4. Verify access in the user session

Troubleshooting

User cannot access expected feature

• Recheck assigned role
• Confirm feature availability for that company/account
• Have user sign out/in

User can access too much

• Downgrade to a lower role
• Re-test with user account

Related Topics

• Users & Access
• Security Settings
• Activity Log