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”- Go to Team Members in the organisation tab
- 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
📸
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
📸
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.
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