Roles & Permissions

Control what each team member can see and do in YardPilot.

Available Roles

Owner

• Full access to everything
• Manage billing and subscription
• Delete company data
• Only one owner per company

Admin

• Full access except billing
• Invite and manage team members
• Access all settings
• View all reports

Office

• Create and manage quotes
• Create and manage jobs
• Schedule visits
• Create invoices
• View clients and properties

Field

• View assigned visits only
• Complete visits and add notes
• Clock in/out
• View job details for assigned work

Permission Matrix

Feature	Owner	Admin	Office	Field
View dashboard	✅	✅	✅	Limited
Manage quotes	✅	✅	✅	❌
Manage jobs	✅	✅	✅	❌
Schedule visits	✅	✅	✅	❌
Complete visits	✅	✅	✅	✅
Create invoices	✅	✅	✅	❌
View reports	✅	✅	✅	❌
Manage team	✅	✅	❌	❌
Billing settings	✅	❌	❌	❌

Changing Roles

1. Go to Settings → Team
2. Click on the team member
3. Select a new role
4. Save

Changes take effect immediately.