Role Configuration

The Growth plan introduces scoped admin roles that let you delegate specific management responsibilities without granting full admin access.

Plan Required

Scoped admin roles require the Growth plan.

Available scoped roles

Role	What they manage
Customer Admin	Customers, customer locations, plants
Route Admin	Routes, service visits, plants
Order Admin	Orders
Employee Admin	Employees, pay periods, timesheets

Setting up scoped admins

1. Navigate to Employees
2. Click on an employee to view their details
3. Click Edit
4. Under Roles, check the desired scoped admin role(s)
5. Click Save Changes

The employee immediately gains the associated permissions.

note

The base Employee role is always assigned and cannot be removed. Scoped admin roles are shown as checkboxes below it.

Combining roles

An employee can hold multiple scoped admin roles. For example:

• Customer Admin + Order Admin -- Manages both customer records and supply orders
• Route Admin + Employee Admin -- Handles route planning and employee scheduling

Permissions are additive across all assigned roles.

Scoped admin vs. full admin

Capability	Scoped Admin	Full Admin
Manage assigned areas	Yes	Yes
Company settings	No	Yes
Billing management	No	Yes
Manage all areas	No	Yes

Scoped admins can only manage the areas their role covers. Full admins have unrestricted access.

Role removal on downgrade

If your company downgrades from the Growth plan, all scoped admin roles are automatically removed. Affected employees retain their base Employee role. Communicate this change to your team before downgrading.