Customizing team roles and permissions

Run a Call has four built-in roles that control what each team member can see and do. Roles are hierarchical — each level inherits the level below.

The four roles

Role	Access
Owner	Full access including billing. Usually one person — the legal account owner.
Admin	Everything Owner can do, except billing. For ops managers.
Dispatcher / Staff	Scheduling, dispatch, phone, messages, customer communication, jobs. No account settings.
Field tech	Mobile-only. Sees only their assigned jobs, time clock, photos, signatures, payments.

Important

A field tech can never escalate themselves. Only an Owner or Admin can change roles on the team page.

What each role can do

Capability	Owner	Admin	Dispatcher	Field tech
Billing & subscription (view invoices, change plan, update card)	✅	—	—	—
Close the account	✅	—	—	—
Transfer ownership / change owner email	✅	—	—	—
Add, remove, and change team roles	✅	✅	—	—
Access all reports (revenue, profitability, AR, etc.)	✅	✅	—	—
Manage settings (org, brand, integrations)	✅	✅	—	—
See cost & margin on jobs	✅	✅	—	—
Schedule and reassign jobs on dispatch board	✅	✅	✅	—
Run the phone inbox & customer messaging	✅	✅	✅	—
Create and edit invoices and estimates	✅	✅	✅	✅
My Jobs (assigned appointments only)	—	—	—	✅
Mobile time clock & job actions	✅	✅	✅	✅
Drive Mode (mobile)	—	—	—	✅

Note

Field techs only see what they're assigned to — the full dispatch board, other customers, reports, and settings are all hidden. Dispatchers see operations but not financial reporting.

Drive Mode

Field techs also have Drive Mode — a mobile-only larger-touch-target view used while driving between jobs. It's enabled by default for the Field role.

Changing someone's role

Settings → Team.
Pick the member.
Role dropdown → pick the new role.
Save.