Roles & Permissions — Who Can See What | FieldCamp

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

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:

How to Assign a Role

1. Go to Settings → Team Management.

2. Click on the team member you want to update.

3. In the Preset permission levels, select the appropriate role.

4. 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.

1. Go to Settings → Team Management.

2. Click Manage Roles (or the roles icon at the top).

3. Click + Create Role.

4. Name your role (for example, "Office Manager" or "Senior Tech").

5. For each module, choose the permission level that fits.

6. 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

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

• Adding & Managing Team Members

• Settings Overview — Every Setting Explained

• Plan & Billing — Subscription Management

• Navigating FieldCamp — Sidebar, Modules & Command Centre

• Troubleshooting — Common Issues & Fixes

FAQ's

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?

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?

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?

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.