Role-Based Permissions

Everyone sees only what they need.

EcoLogic automatically controls access based on role so sensitive information stays protected and your interface stays clean.

What You Can Do

Control who sees what across your entire operation.

Assign roles to users
Control access by job and feature
If a user isn’t allowed to see something, it simply isn’t there.
Keep office-only and crew-only information separate
Protect company data automatically

Why it matters

Better security. Cleaner screens. Fewer mistakes.

Highlights

Built-In Roles

Owner, Admin, Dispatcher, Estimator, Technician.

Hidden-Not-Disabled Design

If a user isn’t allowed to see something, it simply isn’t there.

Job-Level Visibility

Techs only see jobs they're assigned to.

Office-Only Data

Financials and internal notes stay protected.

Scales With Your Team

Add users without creating chaos.

Clear Role Hierarchy

Each role has specific permissions tailored to their responsibilities. No confusion, no overlap — just the right access for the right people.

Owners see everything
Admins manage users and data
Techs see only their assigned jobs
Team Roles5 Built-In
Owner
Full AccessAll FeaturesAll Data
Admin
Manage UsersView FinancialsAll Jobs
Dispatcher
SchedulingAssign CrewsJob Details
Estimator
Create EstimatesCustomer InfoJob Costs
Technician
Assigned JobsTime TrackingJob Notes
Automatic access controlNo manual setup needed

Control Access Easily

Keep your data secure and your team focused with role-based permissions built right in.

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