Design the role

1. Open Settings > Users > Roles.
2. Create a role for one responsibility, such as Dispatcher, Technician, or Manager.
3. Select only the permissions needed for that responsibility.
4. Assign the intended users in the role form and save.

Test the result

Ask a representative user to confirm that required navigation and records are available and restricted areas are not. A visible tab and the ability to act on its records are separate permission checks, so test the actual workflow.

Improve an existing role safely

• Add the smallest missing permission instead of assigning a broader role.
• Remove access that is no longer required, then retest.
• Keep the Owner role limited to genuine workspace owners.
• Review role membership when job duties change.

Onboarding only checks that a non-owner role exists; it does not certify that the role is safely designed.

Related guides

• Create roles and add employees
• Manage users, roles, and teams