FieldCamp offers four distinct user roles to match your team's structure and security needs. Each role provides specific access levels to features and data.
The Four User Roles
Admin
Full system access for business owners and managers who need complete control.
Dispatcher
Operations management for office staff who handle scheduling and customer communication.
Field Technician Pro
Advanced field access for senior technicians and team leads.
Field Technician Lite
Basic field access for entry-level technicians and contractors.
Quick Role Comparison
Role | Best For | Key Access | Restrictions |
Admin | Owners, Managers | Everything | None |
Dispatcher | Office Staff | Operations, Scheduling | No financial settings |
Tech Pro | Senior Techs | Field work + Job creation | No dispatch views |
Tech Lite | New Techs | Basic field tasks | No job creation, No pricing |
Client Management
Who Can See What
Feature | Admin | Dispatcher | Tech Pro | Tech Lite |
View all clients | ✅ All | ✅ All | ⚠️ Assigned only | ⚠️ Assigned only |
Create clients | ✅ | ✅ | ❌ | ❌ |
Edit clients | ✅ | ✅ | ⚠️ Assigned only | ❌ |
Delete clients | ✅ | ❌ | ❌ | ❌ |
View client history | ✅ | ✅ | ⚠️ Assigned only | ❌ |
Note: Tech Pro and Tech Lite users only see clients they're assigned to work with.
Job Management
Creating and Managing Jobs
Admins & Dispatchers can create jobs for any client and manage all jobs in the system.
Tech Pros can create new jobs using the client search dropdown but only edit their own jobs.
Tech Lite users cannot create jobs—they work only on assigned visits.
Job Permissions Table
Action | Admin | Dispatcher | Tech Pro | Tech Lite |
Create jobs | ✅ Any client | ✅ Any client | ✅ Any client | ❌ |
Edit jobs | ✅ All | ✅ All | ⚠️ Own only | ❌ |
View pricing | ✅ | ✅ | ✅ | ❌ |
Delete jobs | ✅ | ✅ | ❌ | ❌ |
Assign team | ✅ | ✅ | ❌ | ❌ |
Calendar & Scheduling
Calendar Views by Role
Each role sees a different version of the calendar tailored to their needs.
Calendar Type | Admin | Dispatcher | Tech Pro | Tech Lite |
Day/Week/Month View | All events | All events | Own jobs | Own visits |
Dispatch Timeline | ✅ Full access | ✅ Full access | ❌ | ❌ |
Resource Calendar | ✅ | ✅ | ❌ | ❌ |
Route Optimization | ✅ | ✅ | ❌ View own routes | ❌ View own routes |
What Each Role Can Do
Admins & Dispatchers:
Drag and drop to reschedule anyone
View team availability
Run route optimization
Manage recurring jobs
Tech Pro:
View and edit own schedule
Create jobs on calendar
Cannot see other techs' schedules
Tech Lite:
View own visits only
Cannot create or modify events
Can see optimized route for their day
Financial Permissions
Invoice and Payment Access
Financial data is restricted based on role responsibility.
Feature | Admin | Dispatcher | Tech Pro | Tech Lite |
View invoices | ✅ All | ✅ All | ⚠️ Own jobs | ❌ |
Create invoices | ✅ | ✅ | ⚠️ Own jobs | ❌ |
Process payments | ✅ | ✅ | ⚠️ Own jobs | ❌ |
Financial reports | ✅ | ✅ | ❌ | ❌ |
QuickBooks sync | ✅ | ❌ | ❌ | ❌ |
Important: Only Admins can manage tax settings and QuickBooks integration.
Inventory Management
Product and Inventory Control
Feature | Admin | Dispatcher | Tech Pro | Tech Lite |
View inventory | ✅ | ✅ | ✅ | ⚠️ View only |
Manage levels | ✅ | ✅ | ✅ | ❌ |
Create transfers | ✅ | ✅ | ✅ | ❌ |
Purchase orders | ✅ | ✅ | ❌ | ❌ |
View pricing | ✅ | ✅ | ✅ | ❌ Names only |
Field Work Features
Visit Management
All field roles can perform basic visit tasks, but capabilities vary.
All Field Users Can:
Update visit status
Complete forms
Capture signatures
Add notes
Upload photos
Track time on site
Additional Tech Pro Abilities:
Create new visits for jobs
Access full job details
View and add job items
Communication Tools
Email and SMS Capabilities
Feature | Admin | Dispatcher | Tech Pro | Tech Lite |
Send client emails | ✅ All clients | ✅ All clients | ⚠️ Job-related | ❌ |
Send SMS | ✅ | ✅ | ⚠️ Job-related | ❌ |
View communication history | ✅ | ✅ | ⚠️ Own jobs | ❌ |
Advanced Features
AI and Automation Tools
AI Command Centre: Admin + Dispatcher only
AI Scheduling: Admin + Dispatcher only
Workflow Automation: Admin + Dispatcher only
Form Builder: Admin + Dispatcher only
System Settings Access
Only Admins can access:
Company settings
Billing configuration
Integration settings
API access
Tax configuration
Payment gateways
Mobile App Access
Universal Mobile Features
All users get these mobile capabilities:
Push notifications
Mobile forms
Photo capture
Digital signatures
GPS tracking (when enabled)
The mobile app automatically adapts to show only permitted features based on user role.
Best Practices
Choosing the Right Role
Use Admin for:
Business owners
General managers
Financial controllers
Use Dispatcher for:
Office managers
Customer service leads
Scheduling coordinators
Use Tech Pro for:
Senior technicians
Team leads
Technicians who create quotes
Use Tech Lite for:
New hires
Contractors
Part-time technicians
Security Tips
Remember: Users only see data relevant to their role. This keeps sensitive information secure while ensuring everyone has what they need to work effectively.
Managing Role Changes
When changing a user's role:
Changes take effect immediately
Users may need to log out and back in
Provide training for new features
Review what data they'll lose access to
Quick Reference
Permission Symbols
✅ Full access - Complete control over this feature
⚠️ Limited access - Restricted to own data or specific conditions
❌ No access - Feature not available for this role
Need Help?
Contact your system administrator to:
Request a role change
Report permission issues
Get training on new features
Understand your current access level