User Roles and Permissions
Worried about sensitive data in the wrong hands?
Field service teams need flexibility without sacrificing security. Field Promax offers user roles and permissions that let you decide what every team member can access. From technicians to managers, our field service security features keep your data safe and your workflow efficient.
Purpose-Built Roles for Every Type of User
Not everyone needs full access.
Our user roles feature includes predefined access levels to match real-world responsibilities. Whether it’s an Admin, Regional Manager, or Technician, permissions are assigned with precision nothing more, nothing less.
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Clear Role Hierarchy for Confident Oversight
We provide a structured hierarchy of security roles:
Admin, Regional Manager, Team Lead, Technician, and Field Assistant. Admins manage everything, managers oversee multiple locations, and techs only view their jobs. Assistants can receive details via SMS without needing app access.
Request DemoAdvanced Access Control Features
Our field service security system includes smart tools for total control:
Technician + Assistant Workflow
Technicians can track time and progress for assistants, improving collaboration without requiring every user to log in.
Price Visibility Controls
Restrict cost details by user roles to maintain confidentiality.
SMS-Only Access for Lightweight Roles
Send job info to assistants by text, ideal for temporary or part-time field help.