Roles & Permissions

Owner, Manager, Billing Admin, and Field roles

provvio has four roles. Owner is whoever created the organisation - the other three (Manager, Billing Admin, Field) are assigned at invite and can be changed later.

Available Roles

Owner

The person who created the organisation. Has full access to everything, including subscription billing. The Owner role can't be transferred to another user, but you can grant equivalent operational power by making someone a Manager.

Manager

Operational lead. Full access to operations, settings, and team management - can't manage the subscription itself.

✅Web dashboard and mobile app

✅Check in/out and complete checklists

✅View, create, and edit clients, sites, jobs, and checklists

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

✅Configure branding, report templates, and notifications

✅View all reports, analytics (Pro), compliance (Pro), and the active crew map (Pro)

✅Manage API keys

❌Cannot change subscription plan or payment method (Owner / Billing Admin only)

Billing Admin

Day-to-day visibility and subscription billing access. Good for office managers and bookkeepers.

✅Web dashboard

✅View all visits, clients, sites, and reports

✅Mark visits as invoiced (Client Invoicing)

✅Approve or discard pending client-facing reports

✅Manage subscription billing and payment methods

✅Mobile app (check in/out, checklists, photos)

❌Cannot create or edit clients, sites, jobs, or checklist templates

❌Cannot manage team members

❌Cannot change branding or report templates

Field

Field workers. Mobile app only.

✅Mobile app

✅Check in/out, complete checklists, take photos, capture signatures

✅View their own assigned jobs and history

✅Manage their own profile, availability, and password

❌Cannot access the web dashboard

❌Cannot view org-wide reports or other team members' visits

❌Cannot edit clients, sites, or checklists

❌Cannot access settings or billing

Which Role Should I Use?

| Need | Role |

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

| Run the whole business including subscription | Owner |

| Run all operations, but not the subscription | Manager |

| Handle invoicing and report approval, no operational edits | Billing Admin |

| Do the work on-site | 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

Role changes take effect immediately.

How Many Managers?

You can have as many Managers as you like - there's no limit. We recommend keeping the role list lean, but for any business with more than a couple of admin staff, multiple Managers usually beats funnelling everything through one person.

Tips

Most field workers only need Field
Use Billing Admin when someone handles invoicing but shouldn't be editing operations data
Use Manager for ops leads and senior staff who need everything but the subscription
Permissions are checked on every request, so role changes apply immediately on web and mobile

Removing Team Members

Still need help? Contact [email protected]