Team Management & User Roles for Field Service
Dingo Desk provides role-based access control to ensure team members have the right level of access. Invite colleagues, assign roles, and manage your team efficiently.
Roles & Permissions
Section titled “Roles & Permissions”Dingo Desk uses CASL (pronounced “castle”) for granular, role-based permissions:
| Role | Permissions |
|---|---|
| Admin | Full access to everything — create, edit, delete all jobs, manage team, organisation settings, billing |
| Manager | Create and assign jobs, view all reports, manage templates, view team performance |
| Field Worker | Complete assigned jobs, generate reports, add notes and media |
| Viewer | Read-only access — view jobs, reports, and organisation data |
Inviting Team Members
Section titled “Inviting Team Members”- Open More, then tap Team
- Tap “Invite Member”
- Enter their email address
- Select their role (Admin, Manager, Field Worker, Viewer)
- Tap “Send Invitation”
The invited member receives an email with:
- A link to download the app (if they haven’t already)
- Instructions to accept the invitation
- Their assigned role details
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Invite team member form Coming soon
Managing Invitations
Section titled “Managing Invitations”- Pending invitations: See who hasn’t accepted yet
- Resend invitations: Send a reminder
- Cancel invitations: Revoke an invitation that hasn’t been accepted
- Automatic expiry: Invitations expire after a set period
User Profiles
Section titled “User Profiles”Each team member has a profile with:
- Personal information: Name, phone, email, address
- Emergency contact: Name, phone number, relationship
- Vehicle registration: Work vehicle details
- Role: Current permission level
- Status: Active, Invited, Disabled
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User profile view Coming soon
Updating User Details
Section titled “Updating User Details”Users can update their own profile:
- Go to organisation → users → select your profile
- Edit personal details
- Update emergency contact information
- Change vehicle registration
Admins can update any team member’s details and role.
Removing Team Members
Section titled “Removing Team Members”Owners and admins can remove a team member immediately. After removal:
- Historical jobs, inspections, and incidents still show that person’s preferred name and family name
- The app marks the account as deleted and does not offer a link to their profile
- Login and contact details (phone, address, vehicle registration, emergency contacts) are removed
Members can also leave an organisation themselves. The same name retention applies to work they already completed.
Best Practices
Section titled “Best Practices”- Start with conservative permissions: Grant the minimum access needed
- Use Manager role for team leads who need to create and assign jobs
- Field Worker role is perfect for technicians and on-site staff
- Review roles periodically: Adjust as team members’ responsibilities change