Franchise roles and permissions

Understand the built-in franchise roles, create custom roles from presets, set role rank, and control Franchise HQ capabilities and branch workspace access.

A franchise role decides two things: what a member can do in Franchise HQ, and what they can do inside each branch workspace they switch into. Four roles are built in. You can create custom roles for anything else from the Roles tab under Branches & people.

A role never decides which branches someone reaches. That comes from the member's Access setting, which you choose when you invite a franchise member.

Built-in roles

Built-in roles are marked Built in and can't be edited. Choose View permissions from the row menu to see exactly what one grants.

Role	Hub access	Branch access	Can manage
Owner	Everything	Branch admin · 14 of 14 modules	Everyone
Admin	Everything	Manager · 14 of 14 modules	Members & viewers
Member	Structure, People and 5 more	Technician · 12 of 14 modules	Viewers only
Viewer	View only · 8	Read-only · 12 of 14 modules	Nobody

Roles tab table listing the four built-in roles Owner, Admin, Member and Viewer with their hub access, branch access and who each can manage

Only an owner with whole-franchise access can create, edit or archive custom roles. Everyone else who can open the tab sees "Read-only — only a network owner can change roles."

How rank works

Every role has a rank. A role manages only roles ranked below it. Rank decides:

Whose role, access and status a member can change, suspend or revoke.
Which roles a member can give when inviting someone or changing a role.

A custom role sits at one of three ranks:

Rank	Who this role can manage
Viewers only	Viewers. Members, admins and owners are out of reach.
Members & viewers	Members and viewers. A typical regional manager.
Admins too	Admins as well. Only an owner can edit this role.

Create a custom role

Open the Roles tab

In Franchise HQ, go to Branches & people and select Roles. Click Create role.

Start from a preset

Under Start from a preset, pick the closest match. A preset fills every permission and the rank. Anything you change afterwards is kept.

Name the role

Enter a Name, for example "Regional Manager", and optionally a Description of who it's for. Names must be unique and 60 characters or fewer.

Set the rank

Under Rank, choose Viewers only, Members & viewers or Admins too.

Adjust permissions

Turn capabilities on or off under Franchise console, and set module access under Branch workspace. The What this role can do card updates as you go.

Save

Click Create role. FieldCamp confirms with Role created.

Create role editor showing the five presets Branch admin, Manager, Technician, Read-only and Start blank with their hub, branch and manages counts, the Name and Description fields and the three rank options

Preset	Best for	Hub	Branch	Manages
Branch admin	Someone who runs a branch end to end	29 of 29	14 of 14	Admins too
Manager	A regional or branch manager who runs work and people	13 of 29	14 of 14	Members & viewers
Technician	Field work only: own jobs and visits, no settings	9 of 29	12 of 14	Viewers only
Read-only	Auditors and finance: sees everything, changes nothing	8 of 29	12 of 14	Viewers only
Start blank	Picking every permission yourself	0 of 29	No access	Viewers only

Franchise console capabilities

The Franchise console section has 29 capabilities in groups. Use Select all or Clear to set a whole group. These groups cover the areas described in these docs:

Group	Capabilities
Structure	View the branch tree · Add, move, rename and restore branches · View departments (definitions, branches, coverage, reporting) · Create, rename and retire department definitions · Choose which branches run a department · a legacy department capability replaced by the two before it
People	See members and invitations · Invite, change and remove members · Resend and revoke invitations
Reporting	View reports, analytics and boards · View department reporting (department-level revenue and counts) · Create and edit boards
Standards	View standards · Publish and push standards to branches
Governance	Turn network modules on or off · View the audit log · a capability for changing franchise settings

Creating and editing roles is reserved for owners and can't be given to a custom role.

Branch workspace access

The Branch workspace section sets access inside every branch the member switches into. It uses the same levels as team roles in a workspace; see roles and permissions.

Turn a module on, then pick its level. A module that's off gives no access. The 14 modules are Clients, Teams, Jobs, Job Forms, Visits, Products, Inventory, Invoice/Estimate, Requests, Analytics, Calendar, System Settings, Inbox and Tasks.

Levels for each module

Module	Levels
Clients	Can view assigned clients only (read-only) · View assigned clients with full details (read-only) · Can create clients and edit own records · Full access to clients except delete · Full access to clients including delete
Teams	View team list only (read-only) · View team and manage schedules · Full team management except delete · Full team management including delete and permissions
Jobs	View assigned jobs only, add notes, logs · View all jobs (read-only) with line items · Create jobs for assigned clients, edit own jobs, assign to self only · View assigned & unassigned jobs, full access except create/delete · Full job access except delete, can assign jobs · Full job access including delete
Job Forms	View job forms only (read-only) · View and create job forms · View, create, and edit job forms · Full job forms management including delete
Visits	View own assigned visits, update status, add/update notes · View own visits, edit visits, update status, add/update notes · View all visits, edit own assigned visits, add/update notes & logs · View all visits (read-only) · View all visits with full access except delete · Full access to visits
Products	View products, services, price books and categories (read-only) · View all products, services, price books and categories with export · Full product and category management except delete · Full product and category management including delete
Inventory	View inventory only (read-only) · View all inventory and purchase orders · Manage and transfer inventory · Full inventory management except delete · Full inventory management
Invoice/Estimate	View own invoices and estimates only (read-only) · View all invoices and estimates (read-only) · View all invoices and estimates (view only, no create) · Create and edit own invoices and estimates, generate invoices · Full access except delete, can convert to job · Full access including delete and QuickBooks sync
Requests	View assigned requests, can change stage · View all requests (read-only) · Create requests for assigned clients, edit, convert to job/estimate, assign self · Full request access except delete, can assign to team · Full request access including delete and assign to anyone
Analytics	Full access to analytics
Calendar	View own events, Calendar and Map view · View own events and unassigned events, Timeline view · View all events, Timeline, Map view and Resource view · Full calendar access with tracking and optimization
System Settings	View general settings only · General and Company access · Manage settings and terms and conditions, access system preferences · Full settings access with addon modules except integrations and addons settings and No workflow delete · Full access including all addons except integrations and addons settings
Inbox	View only conversations assigned to me · View and reply to conversations assigned to me · Full inbox — view all conversations, reply, assign, resolve · Full inbox including delete conversations
Tasks	View tasks assigned to me · Create tasks and assign to myself · Manage all tasks and assign to anyone · Full tasks including delete

Two department toggles sit below the modules:

Sees every department's records: records limited to departments stay hidden from people outside them. Turn this on for roles, such as dispatchers, that work across all departments.
Can book into paused departments: lets the role book a job into, or move a job to, a paused department, with a reason.

For how departments use these, see pause, rename and department permissions.

Edit or archive a custom role

Open a custom role's row menu:

Edit: change any field and click Save. Members holding the role get the new access on their next request.
History: see past changes to the role.
Archive: hides the role from pickers. You can archive a role only when no member holds it and no pending invitation grants it. Change those members to another role, or revoke the invitations, first.
Restore: brings an archived role back.

Custom roles can't be deleted. Archive a role to retire it.