Team roles and permissions

TradeFlow has four roles that control what each team member can see and do.

Owner

• Full access to everything.
• Can manage billing, delete the account, and transfer ownership.
• Every business has exactly one owner.

Admin

• Can manage jobs, quotes, invoices, clients, team, and settings.
• Cannot access billing or delete the account.
• Ideal for office managers or senior team members.

Member (Field Worker)

• Can view assigned jobs, clock in/out, upload photos, submit timesheets.
• Cannot see financial data (invoices, quotes, revenue) unless the owner grants access via Financial Guard settings.
• Ideal for tradies on site.

Subcontractor

• Can only view jobs specifically assigned to them.
• Cannot see other jobs, clients, or any financial data.
• Ideal for external contractors you bring in for specific jobs.

Changing roles

Go to Team, click on a member, and update their role. Changes take effect immediately.