Permissions matrix
Quick reference for who can access what.
Organisation roles
| Capability | Admin | Member |
|---|---|---|
| All org settings | Yes | No |
| Dashboard areas | Yes | Per permission |
| Support tickets | Yes | No |
Permission areas (members)
Each can be enabled/disabled per office member: Dashboard, Calendar, Customers (includes Leads), Jobs (includes Stock, Purchasing, and saved views), Invoices, Quotes, Files, Inbox, Reporting.
Admins can create Shared Jobs views; members can create personal views only.
Worker kinds and employment
Worker kind is separate from staff vs freelance.
| Kind | Staff | Freelance |
|---|---|---|
| Office | Permission areas; billable seat | — |
| Templater | Assigned jobs; restricted shop dashboard; billable seat | Templater portal; claim offers; not a seat |
| Fitter | Assigned jobs; restricted shop dashboard; billable seat | Fitter portal; claim offers; not a seat |
On assigned jobs, what fitters and templaters can do (raise issues, upload, comment, submit forms, edit schedule) is controlled per organisation under Settings → Job permissions. Defaults: issues off; other actions on.