Roles & Permissions · Pelican Bend

Roles At A Glance

Roles421 employees in them People Per Role Owner1Clock Only2Office1Technician17 Custom Roles04 starter Overrides0per-employee changes Changes, 7 Days0permission changes

How many roles, who is in each, custom vs starter roles, per-employee overrides and changes this week. Tap a card to jump to it.MoreLess

What It Does: Shows live counts from your roles.

Help Article

Roles

Roles across the top, permissions down the side. Pick a level (None, Own, Team, All) or tick a box; each change saves right away and goes in the Change Log. Owner/Admin always has everything. The Demo and view-only sign-ins see it read-only. See Prices controls every price shown to staff; an area marked Read-only is over your plan, so its pages open but nothing saves.MoreLess

What It Does: Changes what each role can see and do everywhere: menu, pages, Sprout and the app.

Help Article

View Only Roles & Permissions is view-only in the demo.

Role

Permission	Owner 1 in it	2 in it	1 in it	17 in it

Tasks	All
Schedule (Base and Route)	All
Work Services in Route	All
Today's Teams Moves	All
Time Clock	All
Time Off Requests	All
Earnings	All
Customers	All
Properties	All

Dashboard	✓
Base	✓
Field	✓
Reassign Services (hand a Service to another team from Route)	✓
View other teams' schedules (Route)	✓
Start and finish other teams' Services (Route)	✓
Change Today's Teams (move anyone between teams for a day)	✓
Change My Team Today (Team Leaders move people into or out of their own team, from Route)	✓
Use Tank Calculator (mix per tank from the rig, in Route and Products)	✓
Control Rachio Controllers (start, stop and rain delay in Route; Team Leaders and Admin)	✓

View customers	✓
Add & edit customers	✓
Delete customers	✓
Manage tags	✓

View properties	✓
Add, edit & delete properties	✓

Programs, Services & Products	✓
Inventory & Vendors	✓
Use AI Label Reading (reads one product label for rates and burns, uses the AI key)	✓
Equipment (hours, service intervals, maintenance log)	✓

Billing	✓
Emails	✓
Messages	✓
Reference	✓
Automations	✓
Sales Tax (tax rates and the sales tax report)	✓
Texting Bill (what texting costs)	✓
Text Assistant settings	✓
Text Assistant (text the business number for answers)	✓

Own tasks	✓
Shared Notes (My Notes and the Profile tile)	✓
My Files (own files and files shared with me)	✓
Everyone's tasks (see all & assign)	✓

Reports	✓
Scorecard	✓
Reviews report (who was asked and who clicked)	✓

Employees & Roles	✓
Teams (add, rename, staff, deactivate)	✓
Settings	✓
GitHub	✓
Files	✓
MySQL	✓
Help Center editor (articles, announcements, requests)	✓
Change Log	✓
Undo from the Change Log	✓
Service Status	✓
Account & Billing: plan, package and employee seat requests	✓
Switch Card Payments to Live	✓
Edit Roles & Permissions (and per-employee overrides)	✓
Send Safety (turn sending on and off, test mode)	✓

Use the time clock (own punches, My Hours)	✓
Clock my team in and out (team leads)	✓
See everyone's timesheets	✓
Edit anyone's time	✓
Approve timesheets	✓
Unlock approved timesheets	✓
Payroll export (CSV)	✓
Request Time Off (own days off, Wall Clock or My Hours)	✓
Request Time Off for My Team (Team Leaders, from Route)	✓
Approve Time Off (and add days off for anyone)	✓
Clock Only (Wall Clock PIN only: no sign-in, never a paid seat; not for Admin roles)	–

My Earnings (own commission, bonuses and performance pay)	✓
See the leaderboard (ranks, never pay)	✓
See everyone's earnings and statements	✓
Edit commission rules, bonuses and performance pay	✓
Set Sold By and Recommended By on an estimate	✓
Approve pay weeks	✓
Unlock approved pay weeks	✓
Add adjustments	✓
Commission CSV export	✓

Take Payments (card, cash, check)	✓
Refunds	✓
See Prices	✓
See Profit	✓
See Payments and Ledger	✓
See Past Due and Aging	✓
See Pay and Time Off Cost	✓
Costing and Profit (per Service)	✓
Expenses	✓
QuickBooks Export	✓
Payouts and Bank Deposits	✓

Owner/Admin always has everything, including areas added later. Areas whose module is off are hidden; turn the module on in Settings to set them.

Add a Role

Start from one of the 9 starter roles, copy a role you have, or start empty. A role made from a starter can be reset to it later.MoreLess

What It Does: Adds a new role you can give to employees.

Help Article

Starter Role	What It Can Do
Owner/Admin	Everything in the company, including Roles, Account & Billing and Card Payments live.
Office Manager	Runs the office: customers, schedule, billing, reports, teams, Employees and approvals. Can't edit Roles.
Office/CSR	Customers, schedule, messages, estimates and tasks. Takes payments, no refunds or pay.
Bookkeeper	Invoices, payments, refunds, expenses, QuickBooks export, payroll and commission export. Customers view only.
Sales/Estimator	Customers and estimates, Sold By credit, own earnings and quote requests.
Crew Lead	Route for their team, crew clock-in, team time off, Rachio, sees prices and takes payments.
Technician	Own Route, own clock and earnings, notes and own tasks. No prices unless turned on.
View-only	Looks at every turned-on area, saves nothing.
Clock Only	Wall Clock PIN only. No sign-in and never a paid seat.

Per-Employee Overrides

Give one person a permission their role doesn't have, or take one away, without making a new role.MoreLess

What It Does: Changes access for that one employee only.

Help Article

No overrides. Everyone has exactly what their role gives.

Change Log

Every permission change: when, who made it, and what changed.MoreLess

What It Does: Read-only history.

Help Article

No permission changes yet.