Roles & Permissions

Admin vs member roles and permission settings

provvio uses a role system to control what team members can see and do. There are four roles: Owner, Admin, Office, and Field.

Available Roles

Owner

The person who created the organisation. Has full access to everything. The owner role cannot be changed or transferred.

Admin

Admins have full access to everything:

✅Check in/out and complete checklists (mobile app + web)

✅View all visits, clients, and sites

✅Create and edit clients, sites, and checklists

✅Manage team members (invite, remove, change roles)

✅Access settings, billing, and branding

✅Configure report templates (Business plan)

✅Manage client portal access (Professional plan)

✅View all reports and analytics

✅Manage API keys and integrations

Office

Office staff can manage day-to-day operations but don't have access to billing or company settings. Perfect for coordinators, dispatchers, or office managers.

✅Check in/out and complete checklists (mobile app + web)

✅View all visits, clients, and sites

✅Create and edit clients, sites, and checklists

✅View all reports and analytics

✅View team members (read-only)

✅Manage their own notification preferences

❌Cannot access billing or payment settings

❌Cannot change branding or company settings

❌Cannot invite, remove, or change roles of team members

❌Cannot manage API keys, integrations, or report templates

Field

Field workers use the mobile app to do the work on-site:

✅Check in/out and complete checklists

✅Take photos and add notes

✅View their own visits

✅View assigned jobs and schedules

❌Cannot access the web dashboard

❌Cannot create or edit clients/sites

❌Cannot manage team members

❌Cannot access settings or billing

Which Role Should I Use?

| Need | Role |

|------|------|

| Full control over everything | Admin |

| Manage operations, but not billing | Office |

| Just do fieldwork (check-ins, photos, checklists) | Field |

Changing a Team Member's Role

Go to Team in the sidebar
Click the ⋮ menu next to the member's name
Select the new role (Admin, Office, or Field)
Changes take effect immediately

How Many Admins?

You can have multiple admins, there's no limit
The account owner is always the Owner and cannot be changed
We recommend keeping Admin access limited to people who genuinely need billing and settings access

Tips

Use Office for staff who need the dashboard but shouldn't touch billing - it's the sweet spot between Admin and Field
Most field workers only need the Field role
New team members default to the Field role unless you specify otherwise

Removing Team Members

Still need help? Contact [email protected]