Roles & permissions

What each role in your business is allowed to do — the same roles and permissions used inside Dispatch itself, not a separate marketing description of them.

The three roles

Fixed for every Dispatch account

These roles are fixed and the same for every Dispatch business — they can't be renamed or edited.

Owner

The account holder. Can do everything an Office Admin can, and is the only role that can change the subscription, edit the business details, or permanently delete customer data.

Office Admin

Runs the day-to-day office. Manages customers, templates, the whole job list and the team, but cannot reach billing or the business account itself.

Field Technician

Works in the field. Sees and progresses the jobs assigned to them, raises new jobs, requests reports from customers, and adds photos and notes — but does not administer the business.

Jobs

Jobs permissions, by role. A tick means the role has the permission.
Permission	Owner	Office Admin	Field Technician
See every jobSee all jobs in the business, not only your own. Without this you see just the jobs assigned to you.	Owner: yes	Office Admin: yes	Field Technician: no
Raise a jobCreate a new job for a customer.	Owner: yes	Office Admin: yes	Field Technician: yes
Update any jobChange the status, severity or site address of any job, including other people's.	Owner: yes	Office Admin: yes	Field Technician: no
Update your own jobsChange the status, severity or site address of a job assigned to you. Only your own jobs.	Owner: yes	Office Admin: yes	Field Technician: yes, own records only
Assign jobsDecide who a job belongs to, or hand it to someone else.	Owner: yes	Office Admin: yes	Field Technician: no
Delete a jobPermanently remove a job and everything attached to it.	Owner: yes	Office Admin: yes	Field Technician: no
Add photos and filesAttach photos and documents to a job.	Owner: yes	Office Admin: yes	Field Technician: yes
Delete photos and filesPermanently remove a photo or document from a job.	Owner: yes	Office Admin: yes	Field Technician: no
Add internal notesLeave notes on a job for colleagues. Customers never see these.	Owner: yes	Office Admin: yes	Field Technician: yes

Customers

Customers permissions, by role. A tick means the role has the permission.
Permission	Owner	Office Admin	Field Technician
View customersSee the customer list and each customer's details and address.	Owner: yes	Office Admin: yes	Field Technician: yes
Add and edit customersCreate new customers, edit their details, and archive ones no longer needed.	Owner: yes	Office Admin: yes	Field Technician: no

Reports & customer portal

Reports and customer portal permissions, by role. A tick means the role has the permission.
Permission	Owner	Office Admin	Field Technician
View fault reportsOpen the reports customers have submitted, including their photos. Limited to jobs you can see.	Owner: yes	Office Admin: yes	Field Technician: yes, own records only
Send a report linkGenerate a link asking a customer to complete a fault report.	Owner: yes	Office Admin: yes	Field Technician: yes
Cancel a report linkWithdraw a report link that has been sent but not yet used.	Owner: yes	Office Admin: yes	Field Technician: no

Templates

Templates permissions, by role. A tick means the role has the permission.
Permission	Owner	Office Admin	Field Technician
View report templatesSee the fault-report forms customers are asked to fill in.	Owner: yes	Office Admin: yes	Field Technician: yes
Build and publish templatesCreate and edit report templates, and publish a version for customers to use.	Owner: yes	Office Admin: yes	Field Technician: no

Team & business

Team and business permissions, by role. A tick means the role has the permission.
Permission	Owner	Office Admin	Field Technician
Manage billingChange the subscription plan and see billing details.	Owner: yes	Office Admin: no	Field Technician: no
Manage business detailsEdit the business name and contact details, and permanently delete a customer's data on request.	Owner: yes	Office Admin: no	Field Technician: no
Manage the teamInvite people, change what they can do, and remove them from the business.	Owner: yes	Office Admin: yes	Field Technician: no
Change settingsEdit job reference numbering, portal link expiry and other business settings.	Owner: yes	Office Admin: yes	Field Technician: no

A note on "own only". Where a tick is marked own only, that role holds the permission just for the jobs assigned to them, not for every job in the business. A Field Technician can fully progress a job that belongs to them but cannot open or change someone else's; Owners and Office Admins hold the wider permission, so the limit does not apply to them.