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How FieldGroove Roles Work

FieldGroove Roles allow you to assign permissions to staff without letting them see too much.

Key roles are defined here:

Administrator - can see everything and manage other users

Sales - Can only see and work with their own leads and opportunities

Sales Manager - can see their leads and opportunities as well as other sales staff with the "sales" role

Operations - can work with jobs and scheduling

Accounting - can work with inventory and invoicing

Inventory - can work with inventory

Installer - can only work with jobs. **NOTE** The installer role will REMOVE access to parts of the system, do not grant this to anyone with other roles.

See this chart for a full list of permissions.

Adding and Viewing Roles Graphic-1