Understanding User Roles

FlowForth uses role-based access control to manage what each team member can see and do within the organization. Understanding these roles helps administrators set up their team correctly and helps employees know what's available to them.

Roles

Administrator

Administrators have full control over the organization. This role is designed for managers, business owners, or operations leads who need to oversee the entire operation.

Administrators can:

• View all team members' routes and activities.
• Create, edit, and delete clients, locations, activities, and routes.
• Invite new users to the organization.
• Change user roles and activate or deactivate user accounts.
• Access organization settings.
• Manage invoicing, billing, and credit notes.
• Run reports and export data.
• Configure integrations (e.g., notifications, e-invoicing).
• Access the admin panel.

Employee

Employees have a focused view limited to their own work. This role is designed for field workers, technicians, or anyone who needs to see their assigned routes and complete their activities.

Employees can:

• View their own assigned routes and activities.
• Mark activities as completed or in progress.
• View their own location on the dashboard map.
• Update their own profile and preferences.

Employees cannot:

• View other team members' routes or activities.
• Access user management or organization settings.
• Create or manage invoices.
• Run reports.
• Configure integrations.

Role Comparison

Feature	Administrator	Employee
View own routes & activities	Yes	Yes
View other users' routes	Yes	No
Create & manage activities	Yes	No
Create & manage clients	Yes	No
Create & manage locations	Yes	No
Invite & manage users	Yes	No
Organization settings	Yes	No
Invoicing & billing	Yes	No
Reports & data export	Yes	No
Integrations settings	Yes	No

How Roles Are Assigned

• The person who creates the organization is automatically assigned the Administrator role.
• When inviting new users, an administrator can assign them either the Administrator or Employee role.
• Roles can be changed at any time by an administrator from the User Management page.

tip

Start by giving new team members the Employee role. You can always upgrade them to Administrator later if needed.

See also

• User Management — Invite, deactivate, and manage team members
• Organization Settings — Configure your organization's general settings