Team roles and permissions

Built-in roles

WorkBoss includes three roles that cover most team structures:

Admin

Full access to the entire platform. Admins can:

• Manage all jobs, estimates, invoices, and customers
• Access reports and analytics
• Modify account settings and billing
• Invite and manage team members
• Configure integrations

Best for: Business owners, operations managers, office managers.

Dispatcher

Can manage day-to-day operations without access to sensitive settings. Dispatchers can:

• Create and manage jobs and estimates
• Assign technicians and manage the schedule
• View and edit customer records
• Create and send invoices
• View basic reports

Cannot: Change account settings, manage billing, invite/remove team members, or access financial reports.

Best for: Office coordinators, schedulers, senior staff.

Technician

Focused mobile access for field work. Technicians can:

• View their assigned jobs and schedule
• Update job status, add notes, and take photos
• Collect customer signatures
• View customer contact info for assigned jobs
• Clock in and out

Cannot: Create jobs or estimates, access other technicians’ schedules, view financial data, or modify any settings.

Best for: Field technicians, apprentices, subcontractors.

Changing roles

1. Go to Settings → Team.
2. Click on the team member’s name.
3. Select a new role from the Role dropdown.
4. Click Save.

The change takes effect immediately. The team member may need to refresh their app or browser to see updated permissions.

Custom permissions

Need something between the built-in roles? Contact us at [email protected] — custom role configuration is available on DispatchBoss and RetailBoss plans.