What each role can see and do

Dispatch Bros has four roles. Owner always has full access and can't be changed. Admin runs the company day-to-day, including team and settings. Dispatcher handles the operational work — jobs, customers, messages, calls. Technician is limited to their own assigned jobs and pay. Everything except Owner is customizable: open Settings and pick the Roles & Permissions tab to turn individual abilities on or off per role for your company.

Before you start

• Only the owner or an admin can edit role permissions.
• Changes apply to every person with that role — permissions are per role, not per person.

The four roles at a glance

These are the starting defaults — the toggles below let you widen or narrow Admin, Dispatcher, and Technician however you like.

Step 1 — Open Roles & Permissions

1. Open Settings from the dashboard.
2. Pick the Roles & Permissions tab. The card says "Customize what Admin, Dispatcher, and Technician roles can do." and notes "Owner is fixed and is not configurable here."

Step 2 — Pick a role and expand a category

Click the role pill (admin, dispatcher, or technician), then expand any category to see its toggles:

• Core Operations — dashboard, jobs, calendar, projects (view / create / edit / delete per area)
• Customers & Team — customers, technicians, dispatchers, subcontractors, referral companies
• Job Setup — job types, job sources, ad sources, job statuses
• Invoices & Sales — invoices, estimates, change orders, the items catalog
• Money — View finance, View payroll, View reports, View payments, View tips, Use Quick Collect, View billing
• Communication — messages, calls, call flows
• Automation & Settings — automations and settings access
• Support — support and the review QR page
• Lead Agent — the AI Lead Agent audit export
• Notifications — who receives existing alerts: Client message notifications, Team notifications, DB Connect notifications, Incoming call notifications

Each toggle is a simple on/off switch. Turning a toggle off hides that area or action from everyone with the selected role.

Step 3 — Save

Press Save Changes at the bottom. While edits are pending you'll see "You have unsaved changes"; a successful save shows "Permissions saved successfully".

Troubleshooting

• A team member still sees a page you turned off — have them refresh or sign out and back in; permissions are read when the app loads.
• You changed a toggle but forgot to save — the "You have unsaved changes" note stays visible until you press Save Changes; leaving the page discards pending toggles.
• The toggles are grayed out — your account doesn't have edit rights on settings. Ask the owner or an admin to make the change.
• The Notifications toggles don't create new alerts — they only control who receives the alerts that already exist (client messages, team messages, DB Connect, incoming calls).