User roles and permissions

#The five roles

• Owner: one per company. Everything an Admin can do, plus billing, plan changes and closing the account.
• Admin: all settings, users, integrations, refunds and reports.
• Dispatcher: creates and assigns jobs, manages customers, estimates and invoices. Cannot change settings or refund.
• Technician: uses the mobile app. Sees only jobs assigned to them, unless given See all jobs.
• Read-only: can view jobs, customers and reports, cannot change anything. Free, does not use a seat.

#Transfer ownership

The current Owner can make an Admin the new Owner in Settings > Team > Users > (user) > Make owner. The old Owner becomes an Admin. If the Owner has left the company and cannot do this, contact support from an Admin account; we will verify the request with the billing contact before transferring.