Permissions
Control what each role can see and do.
Create Custom Role
- 1Click New Role.
- 2Enter a Role Name (for example “Field Supervisor”) and a description.
- 3Save. The role starts with no permissions.
- 4Select the new role and check the permissions it should have.
Edit Role Permissions
Select a custom role and check or uncheck its permissions. Permissions are grouped by area (Customer & CRM, Sales, Service, Inventory and so on). Some permissions also open pages under Settings; those pages are listed beside the permission.
Rename or Delete Role
Use the rename or delete buttons on a custom role.
System Roles
Owner, Administrator, Technician and the other system roles are managed by Pilot Light and are read-only. Create a custom role to define your own set of permissions.