Roles and account types (what each person can do)

What this does

Explains the four licences (roles) a team member can have, and the account types that narrow a licence to a particular job. The licence sets the seat price; the account type sets exactly what the person can see and do.

The licences

Licence	In short
Owner	The person who created the company. Everything, including the AysOps subscription. There’s one owner and they can’t be removed.
Administrator	Everything a Manager can do, plus company settings, team management and billing. Second-in-command to the owner.
Manager	Runs the whole operation: every area, including invoices, payments and refunds, recurring charges, everyone’s appointments, expenses and mileage, reports and the activity feed. No company settings, team or billing.
Staff	Does the work: customers, estimates, work orders, appointments, online booking, sales, their own expenses and mileage, files. Can view invoices, pricing and recurring charges but not send invoices or record payments.
Limited	Field and front-desk roles: views customers, work orders and the calendar, and logs their own mileage and expenses.

Staff and Limited members see only their own expenses, mileage and QR codes, and other people’s appointments only as busy time. Everyone can make QR codes in the QR Generator by default.

Account types

Pick one when you invite someone (or later) to fit their job. All account types under a licence cost that licence’s seat price.

Account type	Licence	What they do
Driver	Limited	Logs mileage and sees the job address. No money, no editing.
Field tech / laborer	Limited	Assigned work orders, plus logs time, mileage, job-site photos and receipts.
Receptionist / intake	Limited	Adds and fixes customer contacts, logs receipts; view-only elsewhere.
Viewer (read-only)	Limited	Can see every day-to-day area but change nothing. Does not include the Password Vault or accounting documents (those stay with owners and administrators). For a silent partner or reviewer.
Subcontractor	Limited	The narrowest: assigned work orders and uploading files only.
Dispatcher / coordinator	Staff	Schedules everyone’s appointments and runs work orders and customers; views mileage.
Sales	Staff	Customers, estimates and sales; views commissions and work orders.
Manager (full operation)	Manager	The full Manager access above.
Administrator (full access)	Administrator	The full Administrator access above.

To see exactly what a member has, open Team and click their row: the Current License card lists every permission they have.

Customer passwords

With the Password Vault add-on, a Staff or Limited member’s row has a Customer passwords switch to let them see customers’ saved logins. It never opens your company’s own vault, and doesn’t change the seat price.