Permissions & Roles - Field Service Team Access Control
Dingo Desk uses a powerful role-based permission system to ensure team members have appropriate access to jobs, data, and settings.
Role Overview
Section titled “Role Overview”Each team member is assigned a role that determines what they can see and do:
| Role | Description |
|---|---|
| Admin | Full access to everything |
| Manager | Can create jobs, manage templates, view reports |
| Field Worker | Complete jobs, generate reports, add media |
| Viewer | Read-only access |
What Each Role Can Do
Section titled “What Each Role Can Do”- Create, edit, delete all jobs
- Manage organisation settings
- Invite and manage team members
- Change roles and permissions
- Delete organisation
- Access billing and usage data
- View all reports and data
Manager
Section titled “Manager”- Create and assign jobs
- Edit job details
- Manage job templates
- View team performance
- Generate and send reports
- View all jobs and their status
Field Worker
Section titled “Field Worker”- View assigned jobs
- Start and complete jobs
- Add notes and photos
- Generate reports for assigned jobs
- View their own schedule
- Update their own profile
Viewer
Section titled “Viewer”- View all jobs (read-only)
- View reports
- View team members
- No edit or create capabilities
📸
Role selection screen Coming soon
Permission Philosophy
Section titled “Permission Philosophy”Dingo Desk uses CASL (pronounced “castle”) — a powerful, flexible permission system:
- Granular control: Permissions can be fine-tuned for specific actions
- Organisation-wide: Permissions apply across the entire organisation
- Consistent enforcement: Same rules apply everywhere in the app
- Audit trail: All actions are logged with user attribution
Assigning Roles
Section titled “Assigning Roles”During Invitation
Section titled “During Invitation”When inviting a new team member:
- Select their role
- They receive access based on that role
- The role can be changed later
Changing Roles
Section titled “Changing Roles”Admins can update any team member’s role:
- Go to Team Members
- Select the member
- Choose a new role
- Save changes
- Permissions update immediately
Best Practices
Section titled “Best Practices”- Principle of least privilege: Give people the minimum access they need
- Start with Viewer for new team members until they’re trained
- Field Worker for most on-site staff
- Manager for team leads and supervisors
- Limit Admin access to essential personnel only
- Review roles periodically as team members’ responsibilities change