User Roles and Permissions

Understand what Owners, Managers, and Techs can see and do in NoSavvy, and learn how role assignment works across your company.

Choose roles based on access, not job titles

NoSavvy uses three roles to control what each team member can see and do: Owner, Manager, and Tech. Roles are assigned per company, so access always depends on which company the person is working in.

The three roles

A person can have different roles in different companies. For example, someone might be an Owner in one company and a Tech in another.

Owner

Full control of the company account. Owners can manage company settings, team members, all jobs and clients, reports, and role assignment. Owners are also the only people who can promote someone else to Owner.

Manager

Operational access for day-to-day work. Managers can create and edit jobs, manage clients, assign staff, and view reports. Managers cannot manage team members or edit company settings.

Tech

Field access for assigned work. Techs can only see jobs assigned to them, update job status, add notes, and flag issues. Techs cannot access clients, team management, reports, or company settings.

What each role can do

Use this table when deciding which role to assign. If someone needs access beyond assigned field work, they usually need Manager or Owner access.

Capability	Owner	Manager	Tech
Create and edit jobs	✅	✅	❌
Delete jobs	✅	❌	❌
View all jobs	✅	✅	❌ — only assigned
Update job status	✅	✅	✅
Add notes and flag issues	✅	✅	✅
Archive jobs	✅	✅	❌
View job financials	✅	✅	❌
Create, edit, and delete clients	✅	✅	❌
View client records	✅	✅	❌
Assign staff to jobs	✅	✅	❌
Invite and manage team members	✅	❌	❌
Edit company settings	✅	❌	❌
View reports	✅	✅	❌
Edit own profile	✅	✅	✅

Role assignment rules

Owners can assign any role: Owner, Manager, or Tech. Managers can invite Techs and other Managers, but they cannot grant the Owner role. Only an Owner can promote someone to Owner.

Tech access in detail

Techs see a simplified Triage dashboard with their next assigned job and today's assigned job count. They only see jobs assigned to them, and they can update job status, add notes, and flag issues on those jobs. Techs do not see job financial details, client records, reports, team management, or company settings.

Tech access is designed for field work. If a team member needs to manage clients, review reports, or work across all jobs, assign Manager or Owner instead.

Where to go next

After you decide which roles your team needs, use the Setup Guide pages for adding team members and assigning roles.

Add team members

Invite people to your company so they can access NoSavvy with the right role.

Assign roles

Choose Owner, Manager, or Tech access based on what each person needs to do.

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