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User Roles and Permissions

The four user roles in Repair-CRM and what each one can do.

Written by Laszlo Malinovszky

Each user in Repair-CRM has one role. The role decides what they can see and do.

The roles

  • Admin – full access, including all settings, users, subscription and integrations.

  • Manager – can create, dispatch and manage jobs, but can't change settings.

  • Technician – works only on jobs assigned to them, no dispatching.

  • Placeholder – no rights. Useful for a calendar lane or a user you haven't set up yet.

Change a user's role

  1. Go to Settings → User Settings.

  2. Select the user and click Edit.

  3. Choose the new role and save.

Common questions

A new user can't do anything

They're probably a Placeholder. Change the role.

Who can reopen closed jobs?

Admins and managers.

Do all roles count toward my user limit?

Yes, all roles count.

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