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What each role sees and changes, in one table

The roles help page now sets every preset role against every area on the Team page — sees and changes, sees, or not at all — built from the product's own record of each role.

Choosing a role for somebody means knowing what it reaches, and until now the roles page said it in sentences. It now says it in a table too: every preset — Owner, Manager, Dispatcher, Estimator, Bookkeeper, Crew lead and Field worker — against every area you see on the Team page, each marked Sees and changes, Sees or Not at all, with the areas that are money through and through marked, since a role holding one sees prices and costs with it.

Built from the product, not typed. The table is drawn from the same record the product decides each role by, so it cannot say a role reaches something the product would refuse it. When a role changes, the table changes with it.

On a phone each area is listed with every role beside its level, so nothing scrolls sideways. The sentences about each role stay above the table, saying why each reaches what it does. Roles are on Crew and Scale, and on Scale you can build your own from the same areas.

Where to find it Start free