Control exactly who can see what, down to the field
Every person on your account gets a role built for their job, not a copy of the owner's account. Sensitive data stays restricted, actions like deleting an invoice require the right permission, and a full audit log shows who did what, and when.
- Custom roles and permission groups, not one-size-fits-all access
- Restrict sensitive data like pricing, payroll and margins field by field
- A complete audit log for every action taken
One login shape doesn't fit an owner, a dispatcher and a new hire
Most systems offer admin or nothing. That means a seasonal hire gets access to years of customer financial history, or a manager gets locked out of something they need daily.
Permissions that go down to the individual field
Beyond broad roles, restrict specific data — hide cost and margin from a dispatcher, keep payroll visible to only two people, or stop anyone but an admin from voiding an invoice.
- Hide or show individual fields like cost, margin and payroll
- Restrict actions separately from visibility — view without edit, or edit without delete
- Bundle permissions into reusable groups for fast onboarding
Every action leaves a record
Changed a price, deleted a job, approved a refund — the audit log shows who did it and when, so disputes get resolved with facts instead of memory.
- Full history of edits, deletions and approvals across the account
- Filter the log by user, module or date range
- Single sign-on support for teams with enterprise identity requirements
What you get out of the box
Live in an afternoon, not a quarter
Define the roles
Start from a template or build custom roles for your structure.
Set field-level rules
Decide which roles can see pricing, payroll and other sensitive data.
Assign your team
Put each person into the right role and group as they join.
Review the log
Check the audit trail whenever something needs a clear answer.
Built for the people doing the work
Part of the same platform, not a bolt-on
User Permissions shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Role and permission controls are included on every plan, with single sign-on available on plans built for larger teams.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGive every login exactly the access it should have
Restrict sensitive data, track every action, and stop worrying about who can see what.