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In this article, you will learn how to assign, customize, and create new roles for your Workiz users.
Workiz has been designed with most service businesses in mind. We understand that not everybody on your team needs as much access to the system as your administrators. By default, your Workiz account will come equipped with four different roles you can assign to members of your team:
Admin: Highly authorized role with no restrictions
Manager: Authorized role restricted from user management and main account settings
Dispatcher: Authorized role restricted from main account settings and some reports
Tech: Limited role with few permissions
Each role will come with a unique set of permissions designed to only show your team members what they need to see.
Workiz also allows you to alter the permissions associated with specific roles, and even create new roles from scratch to better meet the needs of your service business.
Assigning a role to a user
You can assign a role to a user when first creating their account and inviting them to your Workiz team. You can also assign a role to your team members after their accounts have already been created.
Note: You can only assign roles to paid users on your Workiz team. Roles are not available for subcontractors.
From the sidebar navigation, select Team
Select the user whose role you want to update
Under User Details, select User role and choose a role as desired
Customizing a role’s permissions
Workiz also allows you to update the permissions associated with a specific role.
From the navigation bar, select Settings > Settings
Under Users & Roles, select Roles & permissions
Select the role you want to update
Note: You cannot alter the permissions for the Admin role.
From the Actions tab, review the list of capabilities and turn the toggle switch ON or OFF as desired
Note: A capability is being permitted when the toggle switch is ON (green).
Select the Reports tab to review the list of capabilities and turn the toggle switch ON or OFF as desired
Select the Advanced tab and adjust the following permissions as desired:
Service areas: Choose the service areas that this role will have access to
Users: Choose the users that this role will have access to
Status: Choose the job status that this role will have access to
Select Save
Creating a new role
While Workiz provides all accounts with four roles to choose from when creating new users, you can also create custom roles that mirror your organization’s structure.
From the navigation bar, select Settings > Settings
Under Users & roles, select Roles & permissions
Select Add new role
Enter a name for the role you are creating and select Save
Select the role you just created
Edit the permissions as desired
Note: Custom roles will have all permissions enabled by default.
Select Save
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