How Roles Work in FieldCamp
Every team member in FieldCamp is assigned a role. The role determines what that person can see, create, edit, and delete across every module in the platform. Roles are assigned when you add a team member.
FieldCamp includes four built-in roles. You can also create custom roles if the defaults don't fit your team structure (custom roles require the Pro plan).
The Four Built-In Roles
Admin
Full access to everything. Admins can view, create, edit, and delete records in every module. They can manage team members, configure settings, access analytics, and control integrations. Best for: business owners, operations managers, and senior administrators.
Dispatcher
Broad operational access without full financial or system control. Dispatchers can manage clients, jobs, requests, products, inventory, and calendar. They can assign jobs to team members and view analytics. They cannot delete most records or manage integrations and add-ons. Best for: office staff, coordinators, and scheduling managers.
Field Technician Pro
Mid-level field access for experienced technicians. Field Technician Pro members can view assigned clients and job details, create and edit their own jobs, and view their calendar events and assigned visits. They have limited access to products and inventory (view only). Best for: senior technicians, team leads, and experienced field workers.
Field Technician Lite
Basic access for completing assigned work. Field Technician Lite members can view their own calendar events and assigned visits. They cannot access clients, jobs, products, inventory, or inbox independently. Best for: entry-level technicians, subcontractors, and temporary workers.
Role | Access Level | Best For | Key Limitation |
Admin | Full access to everything | Business owners, operations managers | None — unrestricted |
Dispatcher | Broad operational access | Office staff, scheduling managers | Cannot delete most records or manage integrations |
Field Technician Pro | Mid-level field access | Senior technicians, team leads | No analytics, settings, or inbox management |
Field Technician Lite | Basic assigned-work access | Entry-level techs, subcontractors | Calendar and Visits only |
Tip: The sidebar automatically adjusts based on the team member's role. If a module shows "no access", it won't appear in their sidebar at all. See Navigating FieldCamp for more on the sidebar.
Module-by-Module Permissions
Each role has a specific permission level for every module in FieldCamp. Permission levels range from no access to full access, with several levels in between.
Clients
No access — Cannot see any client records
View own — See only clients you created
View assigned — See clients assigned to you, with details
Create & edit assigned — Add new clients and edit those assigned to you
Full management — Manage all clients except delete
Full access — Complete control including delete and property management
Jobs
No access — Cannot see any jobs
View own — See only jobs you created
View unassigned — See jobs not yet assigned to anyone
View assigned & create — See assigned jobs, create and edit your own
Full management — Manage all jobs except delete, assign to team members
Full access — Complete control including delete
Requests
No access — Cannot see any requests
View assigned — See requests assigned to you, change stage
View all — See all requests (read-only)
Create & edit — Create requests for assigned clients, convert to job or estimate
Full management — Manage all requests except delete, assign to team
Full access — Complete control including delete
Estimates & Invoices (Grow)
No access — Cannot see estimates or invoices
View own — See only your own estimates and invoices
View all — See all estimates and invoices (read-only)
Create & edit own — Create estimates/invoices, generate invoices from jobs
Full management — Manage all estimates and invoices except delete
Full access — Complete control including delete and accounting sync
Calendar
No access — Cannot see the calendar
View own events — See your own events in Calendar and Map view
View own + create — See your events in Timeline view, create new events
View all events — See all team events, Timeline, Map, and Resource view
Full access — All views plus team tracking, location tracking, and route optimization
Products & Services
No access — Cannot see products
View only — See products, services, and categories (read-only)
View + export — View all products with export capability
Full management — Manage products and categories except delete
Full access — Complete control including delete
Inventory
No access — Cannot see inventory
View only — See inventory levels (read-only)
View all — See inventory and purchase orders
Manage & transfer — Transfer inventory between locations, manage pricing
Full management — Full inventory management except delete
Full access — Complete control including vendors and warehouses
Inbox
No access — Cannot see the inbox
View only — Read messages and view tasks assigned to you
View & send — Read and send messages, view assigned tasks
Full management — View all messages, create tasks, manage calls, assign to team
Full access — Complete control including delete
Visits
No access — Cannot see visits
View own — See only visits assigned to you
View all — See all visits, full access except delete
Full access — Complete control including delete
Analytics
No access — Cannot see analytics
Full access — Dashboard, performance reports, custom reports, and export
Settings
No access — Cannot see settings
View general — See general settings only
General + company — Access general and company settings
Manage settings — Configure settings, terms and conditions, and system preferences
Full management — All settings except integrations and add-ons, cannot delete workflows
Full access — Complete settings control. See Settings Overview for every setting explained.
Default Permissions by Role
Here is a quick reference showing what each built-in role can access by default:
Module | Admin | Dispatcher | Tech Pro | Tech Lite |
Clients | Full access | Full management | View assigned | No access |
Jobs | Full access | Full management | View assigned & create | No access |
Requests | Full access | Full management | View assigned | No access |
Estimates & Invoices | Full access | Full management | View own | No access |
Calendar | Full access | Full access | View own events | View own events |
Products | Full access | Full management | View only | No access |
Inventory | Full access | Full management | View only | No access |
Inbox | Full access | Full management | View only | No access |
Visits | Full access | View all | View own | View own |
Analytics | Full access | Full access | No access | No access |
Settings | Full access | Full management | No access | No access |
Teams | Full access | Full management | No access | No access |
How to Assign a Role
Go to Settings → Team Management.
Click on the team member you want to update.
In the Preset permission levels, select the appropriate role.
Click Save Changes.
The team member's access updates immediately. They will only see sidebar items and pages that their role allows.
Creating a Custom Role
Pro plan required: Custom roles are only available on the Pro plan. Core plan users have access to the four built-in roles only.
If the four built-in roles don't match your needs, you can create a custom role with specific permissions for each module.
Go to Settings → Team Management.
Click Manage Roles (or the roles icon at the top).
Click + Create Role.
Name your role (for example, "Office Manager" or "Senior Tech").
For each module, choose the permission level that fits.
Click Save.
Your custom role is now available when assigning roles to team members.
How Permissions Affect the Sidebar
The FieldCamp sidebar automatically adjusts based on the team member's role. If a team member has no access to a module, that module will not appear in their sidebar. For example, a Field Technician Lite will only see Calendar and Visits in their sidebar because those are the only modules they can access.
Common Permission Setups
Scenario | Recommended Setup | Details |
Office manager who shouldn't delete records | Use Dispatcher role | Broad access to clients, jobs, requests, and scheduling without delete permissions on most modules |
Technician who needs to create estimates in the field | Custom role based on Field Technician Pro | Upgrade the Grow (Estimates & Invoices) module to "Create & edit own" level |
Subcontractor with minimal access | Use Field Technician Lite | Calendar events and assigned visits only — nothing else visible |
Team lead who manages a crew | Custom role based on Field Technician Pro | Upgrade Teams to "Full management" and Jobs to "Full management" for crew assignment |
Important Notes
The Account Owner always has full access to everything and cannot be restricted.
Built-in roles cannot be edited or deleted. Create a custom role if you need different permission combinations.
Role changes take effect immediately — the team member does not need to log out and back in.
A team member can only have one role at a time.
Related Articles
FAQ's
Can I edit or rename the four built-in roles?
Can I edit or rename the four built-in roles?
No. The four built-in roles (Admin, Dispatcher, Field Technician Pro, Field Technician Lite) are system defaults and cannot be edited, renamed, or deleted. If the defaults don't fit your needs, create a custom role on the Pro plan. You can name it anything you want and set each module's permission level individually.
What happens to a team member's data if I change their role?
What happens to a team member's data if I change their role?
Nothing is lost. Changing a role only changes what the team member can see and do going forward — it doesn't delete or reassign any records they previously created. Jobs, visits, notes, and client records they made remain in the system under their name.
Can a team member have more than one role?
Can a team member have more than one role?
No. Each team member can only have one role at a time. If someone needs permissions that span two built-in roles (for example, Dispatcher-level access to jobs but also field-level calendar access), create a custom role that combines the permission levels you need.
How do I know what a specific team member can currently access?
How do I know what a specific team member can currently access?
Go to Settings → Team Management, click on the team member's name, and check their assigned role. Then go to Manage Roles to see the full permission breakdown for that role. The sidebar comparison is also a quick visual check — if a module doesn't appear in their sidebar, they don't have access to it.