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Reference · 01
Roles and permissions
Alpha ships with six roles. They're coarse on purpose, and most teams only ever need two or three. Pick the narrowest fit; you can change a role at any time from Admin → Team.
Each role below shows who it's for and the broad shape of what they can do. The permission matrix below is the precise definition.
The six roles at a glance
Owner
For: founders, principals, anyone you'd trust with the entire account.
Full control. The only role that can delete the organization or demote, disable, and remove another owner. Every other capability in the product is also held by Owner.
Admin
For: operations leads, office managers.
Manages members, integrations, and most org settings. Sees and edits every customer, project, item, and location, and views billing and usage. Can't delete the workspace, and can't demote, disable, or remove an owner. Those are Owner-only.
Project manager
For: PMs, foremen, dispatchers.
Projects focus. Creates and edits projects they're assigned to and picks customers, locations, and line items from inside each one, but doesn't manage those catalogs directly. Runs the staffing board for their own jobs and can tag teammates with skills. Sees who's on site across the projects they're assigned to. Doesn't see members, integrations, or billing.
Technician
For: field crew.
My work only: their cross-org assignment list. Checks in and out of sites, posts comments on assigned projects, uploads field photos and docs. Deliberately doesn't see customer, location, or project lists, because their world is the projects they're on.
Accountant
For: bookkeepers, finance team.
Reads operational data org-wide so it can be reconciled against external systems (QuickBooks, etc.). Can view but not edit. Doesn't see billing or team management.
Read only
For: stakeholders who need visibility, nothing else.
Sees every operational record they're allowed to. Creates, edits, and deletes nothing.
Permission matrix
Each row below is one specific thing a person can do; columns show which roles can do it. The UI hides controls a role can't use, so most of the time you won't have to think about this, but if you're choosing between two roles for a teammate, this is the precise difference.
| Permission | Owner | Admin | Project manager | Technician | Accountant | Read only |
|---|---|---|---|---|---|---|
| Customers | ||||||
| Browse the customers list Project managers don't browse the list; they pick customers from inside a project instead. | ● | ● | · | · | ● | ● |
| Create or edit customers | ● | ● | · | · | · | · |
| Delete customers | ● | ● | · | · | · | · |
| Locations | ||||||
| Browse the locations list Project managers don't browse the list; they pick locations from inside a project instead. | ● | ● | · | · | ● | ● |
| Create or edit locations | ● | ● | · | · | · | · |
| Delete locations | ● | ● | · | · | · | · |
| Projects | ||||||
| View projects Project managers see only projects they're assigned to. | ● | ● | ● | · | ● | ● |
| See every project in the org Bypasses the assignment scope above. | ● | ● | · | · | ● | ● |
| Create or edit projects | ● | ● | ● | · | · | · |
| Delete projects | ● | ● | · | · | · | · |
| Add, rename, and reorder statuses The Workflow screen. Anyone who can edit a project can move it between statuses; this row is about which statuses exist at all. | ● | ● | · | · | · | · |
| Create or update the work order's QuickBooks estimate Available once the QuickBooks integration is connected. | ● | ● | ● | · | · | · |
| Staffing | ||||||
| Use the staffing board Scheduled work with nobody on it, plus the crew view. Project managers see the work on their own projects; other people's commitments still count against who's free. | ● | ● | ● | · | · | · |
| Items (catalog) | ||||||
| Browse the items catalog Project managers don't browse the catalog; they add line items from inside a project instead. | ● | ● | · | · | ● | ● |
| Create or edit items | ● | ● | · | · | · | · |
| Delete items | ● | ● | · | · | · | · |
| Skills | ||||||
| See skills on items and people | ● | ● | ● | · | ● | ● |
| Add, rename, and archive skills The Skills screen, and which skills exist at all. | ● | ● | · | · | · | · |
| Tag a teammate with skills Project managers tag from the staffing board and the assignee picker; it doesn't open the Team screen to them. | ● | ● | ● | · | · | · |
| Tag a catalog item with what its work needs Catalog editing, so it follows the items permission above. | ● | ● | · | · | · | · |
| Attachments | ||||||
| View attachments | ● | ● | ● | ● | ● | ● |
| Upload attachments Technicians can submit field photos and docs. | ● | ● | ● | ● | · | · |
| Delete attachments | ● | ● | ● | · | · | · |
| Comments | ||||||
| Read project comments | ● | ● | ● | ● | ● | ● |
| Post project comments | ● | ● | ● | ● | · | · |
| Field presence | ||||||
| Browse the on-site dashboard Owner and admin see the whole organization; project managers, accountants, and read-only members see the teams on the projects they're assigned to. | ● | ● | ● | · | ● | ● |
| Check in / out of a site | ● | ● | ● | ● | · | · |
| See teammates' check-ins on assigned projects | ● | ● | ● | · | ● | ● |
| See every check-in across the org | ● | ● | · | · | · | · |
| Activity feed | ||||||
| Read activity feed | ● | ● | ● | · | ● | ● |
| Integrations | ||||||
| View connected integrations | ● | ● | · | · | ● | ● |
| Connect or disconnect integrations | ● | ● | · | · | · | · |
| Team | ||||||
| View team members | ● | ● | · | · | · | · |
| Invite, revoke, or change roles | ● | ● | · | · | · | · |
| Billing | ||||||
| View billing & usage | ● | ● | · | · | · | · |
| Add a payment method, or open the billing portal The portal is where the card, charges, and invoices live. Admins can see what's being used but can't change how it's paid for. | ● | · | · | · | · | · |
| Organization | ||||||
| Manage org settings | ● | ● | · | · | · | · |
| Reset or delete the workspace Irreversible, so it's reserved for Owner. | ● | · | · | · | · | · |
| Switch between orgs Technicians use the cross-org My work view instead. | ● | ● | ● | · | ● | ● |