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Who it’s for:TechnicianProject LeadAdmin
Available on:WebMobile
Every user in your company has one role, set by an admin, which controls what they can see and do:
  • Technician — documents jobs: photos, scans, readings, scope sheets, notes. Can be granted job creation by an admin, which applies in the mobile app.
  • Project Lead — everything a Technician can do, plus creating and closing jobs, managing job status, and building estimates.
  • Admin — full access, including team management, billing, and company settings.
  • External User — its own real login account, not just a shared link — typically set up for a customer, adjuster, or property manager. It sees only the jobs it’s specifically added to.
Roles are managed from the Users page in the web sidebar; only an Admin sees the controls to invite someone or change a role. See Roles & permissions explained for the full breakdown, including what makes an External User different from the public share links covered in Team, participants, and sharing a job externally.