Permission and Access Errors

Understanding Roles

Different user roles have different permissions:

• Admin: Full access to everything
• Manager: Manage projects, clients, team schedules
• Technician: View assigned jobs, update status
• Office Staff: Scheduling and client management
• Read-Only: View-only access for reporting

Common Permission Errors

Why you might see permission denied:

• Trying to delete records you don't own
• Accessing financial data without permissions
• Editing locked or approved documents
• Viewing other team members' data
• Changing system settings without admin role
• Exporting data without export permissions

Requesting Access

If you need additional permissions:

• Contact your account administrator
• Specify what feature or data you need access to
• Explain your business need for the access
• Request role change if appropriate

Admin: Granting Access

For admins to grant permissions:

1. Go to Settings → Team Management
2. Select the team member
3. Click "Edit Permissions"
4. Change role or customize specific permissions
5. Save changes
6. User gets access immediately