Default role matrix and owner-controlled access.
Permission matrix supports View, Create, Edit, Delete, Export, Approve, Admin per module.
View API Data| Role | Default Access |
|---|---|
| Owner | customers, bookings, schedule, dispatch, payroll, financials, hr, reports, settings, customer_portal |
| Manager | customers, bookings, schedule, dispatch, payroll, hr, reports, customer_portal |
| Hr | payroll, hr, reports |
| Cpa | payroll, financials, reports |
| Dispatcher | customers, bookings, schedule, dispatch, reports |
| Supervisor | customers, bookings, schedule, dispatch, reports |
| Cleaner | schedule, dispatch |
| Contractor | schedule, dispatch, payroll, hr |
Cleaner can only see assigned jobs, route, messages, and day off. Contractor can see assigned jobs, documents, payments, and 1099 info. No CRM, financials, company data, or full customer database by default.