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There are multiple user roles that you can assign to team members on FieldPulse depending on their role in your business. Each user role comes with different permissions and capabilities within FieldPulse. As an administrator, you can customize what each user will have access to.
To learn more about configuring each users permission settings, click here.

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Side-by-Side Comparison

Feature / CapabilityAdmin
Full access		Team Manager
Team lead		Service Agent
Field tech		Limited Agent
Mobile only
Web App access Yes Yes Yes No
Mobile App access Yes Yes Yes Yes
Offline Mode Yes Yes Yes No
Receives Job email Yes Yes Yes Yes
View Company Settings Yes No No No
Change billing preferences Yes No No No
View all Customers Yes Configurable ConfigurableName & location only
Create & edit Customers Yes Configurable No No
View Customer Communications Yes Configurable No No
View Inbound Leads Yes Configurable No No
View all Jobs YesOwn team onlyAssigned jobs onlyAssigned jobs only
Create & edit Jobs Yes YesOwn jobs only No
Create Subtasks Yes Yes Yes No
Create Job Reports Yes Yes Yes No
View & edit all schedules YesOwn team only No No
Be assigned to Jobs, Site Visits, Tasks, & Subtasks Yes Yes Yes Yes
Create & send Estimates/Invoices Yes Yes Configurable No
View unit cost & price Yes Configurable Configurable No
Use Pricebook Yes Yes Yes No
Accept FieldPulse Payments Yes Configurable Configurable No
Create & send Purchase Orders Yes Configurable Configurable No
View Recurring Billing Yes ConfigurableOwn / assigned customers No
View & edit Material Lists Yes YesAssigned jobs only No
Adjust Inventory Yes Configurable Configurable No
Create, edit & view Assets Yes Yes Configurable No
Archive Assets Yes Yes Yes No
Track own time Yes Yes Yes Yes
View & edit all Timesheets Yes Configurable No No
GPS geostamp on clock-in/out Yes Yes Yes Yes
Full Reporting access Yes Configurable No No
Create & view notes Yes Yes YesView only
View Internal Activity on records Yes Configurable Configurable No
Upload files Yes Yes Yes Yes

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Administrator

Administrators have full access to the FieldPulse account. This role is best assigned to the company owner and the office manager. Their permissions can include:
  • Full account access
  • Offline Mode
  • Update and change FieldPulse billing preferences
  • Create and edit customers
  • Create and edit jobs and subtasks
  • Create, edit, and view all material lists
  • Create, edit, and send estimates and invoices
  • Can see all recurring billings across the entire system
  • Create, edit, and send purchase orders
  • Create, edit, archive, and view assets
  • View and edit team schedules
  • View and edit all customers
  • View team member geolocation tags
  • Track, edit, and view team timesheets
  • Full reporting capabilities

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Not seeing the Admin role?

When you go to add a new user, under the Role drop down, you will select Team Manager. You will notice a field to the left appear that says Assign as Company Admin. You will toggle that on if you want to assign this user as an admin.

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Team Manager

Team Managers can create and assign work to their team members. Each Team Manager can be assigned to lead multiple teams. They do not have the ability to view Company Settings or other teams’ schedules. Their permissions can include:
  • Customers:
    • Create, edit, and view customer list
    • View all customer communications
    • View inbound leads list
  • Work:
    • Create, edit, and view jobs assigned to them and their team
    • View, edit, and create all material lists
    • Create, edit, and view maintenance agreements
  • Sales:
    • View item list and create line items
    • View, adjust, and/or count inventory items at other hubs
    • Create, edit, and view estimates and invoices
    • View unit cost and/or price on estimates and invoices
    • Edit locked invoices
    • Edit locked estimates
    • Can see all recurring billings across the entire system OR only see recurring billings they created, billings for their assigned customers, or billings for customers where their team is assigned to the job/project.
    • Create, edit, and send purchase orders
    • Create, edit, archive, and view assets
    • Use pricebook
    • Hide line items in groupings from the pricebook (mobile app only)
    • Make FieldPulse Payments and/or refunds
  • Other:
    • Use timesheets
    • View internal activity on records
    • Create and view notes (personal and company-wide)
    • Ability to use the reporting feature
    • Offline Mode
To learn how to make individual user permission adjustments, visit the Adding New Users article.

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Service Agent

The Service Agent role is designed for technicians out in the field. Their permission settings can be adjusted as desired. Their permissions can include:
  • Customers:
    • View assigned customer profiles
    • Call or SMS customers from native phone
  • Work:
    • Create jobs assigned to themselves
    • Open jobs assigned to other user from the customer profile
    • Create job reports
    • Create subtasks on assigned jobs
    • Edit subtasks created by other users
    • View subtasks not assigned to them on jobs
    • Create and view maintenance agreements
    • View, edit, and create material lists assigned to themselves or related to their assigned jobs
  • Sales:
    • View item list and create line items
    • View, adjust, and/or count inventory items at other hubs
    • Create, edit, and view the estimates and invoices for their assigned jobs
    • View unit cost and/or the price of items on estimates and invoices
    • View Recurring Billing they personally created, or those tied to customers they already have permission to view
    • Create, edit, and send purchase orders
    • Create, edit, archive, and view assets
    • Use pricebook
    • Hide line items in groupings from the pricebook (mobile app only)
    • Make FieldPulse Payments and/or refunds
    • Edit locked invoices
    • Edit locked estimates
  • Other:
    • Track time and timesheets
    • View internal activity on records
    • Create and view notes (personal and company-wide)
    • Offline Mode
Ability to View Customer List Page Toggle
  • Functionality: When this permission is enabled, Service Agents will see a Customer List tab in their sidebar.
  • Visibility Control: The customers displayed in this list are determined by the existing Customer List Visibility & Record Access Dropdown setting in the User Feature Permissions. This ensures that agents only see customers they are permitted to view.
  • Admin Control: This feature gives Admin users greater control over what Service Agents can see, while maintaining tight visibility permissions.
To learn how to make individual user permission adjustments, visit the Adding New Users article.

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Limited Agent

The Limited Agent role is designed to see the work they are assigned via the mobile app only. This user can be assigned to a team. Their permissions can include:
  • Upload files
  • Utilize both general and job timesheets
  • View customer name, location, job date/time, assigned team members, status, notes, field notes on job record, view job files
    • Limited Agents can only see jobs they are directly assigned to. The schedule view for these users cannot be further customized.
    • If you as the business owner would like to restrict a Limited Agent’s visibility:
      • Do not assign the agent to the job until they are ready for them to view it.
      • Alternatively, consider upgrading the user to a Service Agent role to enable advanced schedule visibility controls.

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Geostamp and Time Clock

Limited agents can clock in and out, and a geostamp of their location will be captured, as long as the user has location sharing enabled for the FieldPulse app on their device. Location tracking is a standard feature of the time clock functionality. When any user, including a limited agent, clocks in or out, the system automatically captures a GPS stamp of their location. This helps verify where the user was when they started or ended their shift. The feature relies on the user’s phone settings; if location services are disabled for the FieldPulse app, a geostamp will not be recorded.

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Assignment User

This user is designed to receive an email outlining the job details. This user does not have access to the FieldPulse app or the ability to use any of its functionality. Contractors are a great example of an Assignment User. Their permissions can include:
  • Ability to be assigned to Jobs, Site Visits,Tasks, and Subtasks

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FAQs

If a user is deactivated, will I still be able to view the records that user created/edited within the system? Yes! Everything will remain the same, except that the deactivated user will no longer be able to be assigned to Jobs or Site Visits moving forward.
Have additional questions? _Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen._​