Workiz lets you customize what each team member can and can not see or use by assigning user roles that can be reused and applied to multiple team members.
Each role has its own set of restrictions that you can change or even create new ones.
When you signed up for your account, Workiz has created 4 main roles that cover the basic jobs within most organizations:
Admin - no restrictions at all
Manager - Restricted from user management and main account settings
Dispatch - restricted from settings, and some reports
Tech - restricted from settings, reports and any job that was not assigned to them
You can always change those and add new ones of your own (Example: "Shift manager" ...)
Assigning a role to a user
When you create or edit a user, you can select a role from the drop down.
This will determine what this user can and can not see when they log in.
To make changed to your roles or to create new ones go to
"Settings" -> "Roles management"
Here you can see all your current roles and edit them
Click "Edit restrictions" to edit a roles restrictions.
On the popup you can switch restriction on or off.
You wish to allow field techs to only view their assigned jobs - You would switch the "Other users jobs" option to restricted
You wish to block dispatchers from changing closed jobs -
You would switch the "Modify done jobs" to restricted
Workiz has a restriction option for almost any screen or action, combine and make changes according to the positions in your business.
Advanced restrictions are a set of rules that you can apply according to a jobs:
Assigned users: show only when those users are assigned
Metro areas: only when in this service area
Status: only when in these statuses
To use advanced restrictions, when editing a role scroll to the bottom and switch the advanced restrictions to "On"
Next, check or uncheck the desired options.
Remember: roles and restrictions only apply to pro users while using the web or mobile app