Roles and permissions

Give people the right access

Roles help shops control who can view, create, edit, receive, delete, manage settings, or review billing and reports.

Main roles

  • Owner: full shop responsibility, settings, team, plan, and workflow access.
  • Admin: trusted day-to-day operational management.
  • Tech: repair workflow access for jobs, work logs, photos, scheduling, and inventory tasks allowed by the shop.
  • Viewer: read-only access for records they need to inspect.

Feature access

A user's role controls what they can do. The shop plan or trial controls which upgraded tools are available. Both can affect whether a button or page is visible.

Good role habits

  • Use the lowest role that still lets the person do their job.
  • Review team access when staff changes.
  • Limit billing and owner settings to trusted account managers.
  • Test viewer access before relying on read-only behavior.

Report access problems

If a viewer can edit data, or if support-only tools appear for a normal shop user, report it immediately. Those are access-control problems and should be treated seriously.