Team Roles & Permissions

What it is

A Team Role is a saved list of on/off switches that decides what one group of people can do in Joby. You build the role once, then give it to as many team members as you like.

A role controls four levels of detail, shown as separate cards in the role editor:

There is also a Leads Page Views card that decides whether the person can use the List, Calendar or Pipeline view on the Leads page.

Roles belong to your company only. If you run more than one company in Joby, each one has its own set of roles.

When to use it

• A new office agent should answer calls and book jobs, but should not see reports or billing.
• A dispatcher should schedule work but should not be able to delete leads or change prices.
• A field worker should only see the jobs assigned to them, on their phone.
• A bookkeeper should see Invoices and Payments and nothing else.
• You want one person to stop seeing customer money fields without taking away the whole Leads page.

If you only need to add or remove a person, you do not need a new role — see Office Agents & Users.

Before you start

• You need an admin login. The Team Roles page opens only for owners and admins. Everyone else is sent back to the Dashboard if they try the link.
• The person must already be on your team. Add them first under Settings›People›Team Members.
• The person must have a login. Only team members with a login can be given a Team Role. External subcontractors with no login have nothing to sign in to, so the Team Role column stays empty for them.
• Decide the job, not the person. Name roles after the job — “Dispatcher”, “Bookkeeper”, “Sales Rep” — so you can reuse them.

Step-by-step

Create a role

1. Go to Settings›People›Team Roles.
2. Click New Role in the top right.
3. In Role Setup, type a Role Name (for example “Dispatcher”).
4. Turn on Limit to assigned records if this person should only see leads that are assigned to them, plus the clients, estimates and calls attached to those leads.
5. Turn on Simple day view on mobile if you want their phone to open the Leads page straight to today’s jobs as cards. This changes the look only — it does not hide anything on its own.
6. In the Main Access card, switch on the pages this role should be able to open. Each group heading (General, Communication, Management, Reports & Billing, Admin & Settings, Industry Modules) has its own switch that flips the whole group at once.
7. Use Inside Lead Page, Leads Page Views, Inside Client Page and Inside Conversations to switch off individual buttons, tabs and filters. These start switched on, so you only need to turn off what you do not want.
8. Click Save Role.

The new role appears as a card on the Team Roles page showing how many permissions are switched on.

Give the role to a team member

1. Go to Settings›People›Team Members.
2. Find the person in the list. Use the search box or the tabs across the top (All, Office Agents, Field Workers, External Subcontractors).
3. In the Team Role column on their row, open the dropdown and pick the role. It saves straight away and you see a “Role updated” message.

You can also pick a Team Role while inviting a new office agent: Add Team Member›Office Agent›Continue, then choose the role before clicking Send Invite.

Edit or delete a role

1. Go to Settings›People›Team Roles.
2. Click Edit on the role card, change the switches, then click Save Role.
3. To remove a role you built yourself, click Delete on its card and confirm. Move everyone off the role first — Joby refuses to delete a role that is still assigned to someone.

How to check it worked

• On Settings›People›Team Roles, the role card shows a count such as “12 of 33 permissions enabled”. If you switched on the Limit to assigned records option, the card also shows an Assigned records only label.
• On Settings›People›Team Members, the person’s Team Role column shows the role name. Use the All roles dropdown in the toolbar to list everyone on that role and confirm nobody was missed.
• Ask the person to look at their sidebar. Permission changes reach them within a few seconds without signing out; if their screen looks stale, a page refresh picks it up.
• Ask them to open a lead and a client and confirm the tabs match what you expect.

Common mistakes

• Trying to delete a role that is still in use. You will see “Cannot delete a role that is assigned to agents”. Move those people to another role first.
• Editing lead or client detail switches while the page itself is off. The switches in Inside Lead Page are greyed out until Leads & CRM is on in Main Access. The same goes for Inside Client Page (needs Clients) and Inside Conversations (needs Conversations).
• Turning off every Leads view. At least one of List, Calendar or Pipeline must stay on, otherwise the Leads page would open empty. Joby blocks the last one with a message.
• Trying to switch off “Limit to assigned records” on the Field Worker role. That role shows Always on instead of a switch. To give a field worker wider access, put them on a different role.
• Renaming a system role. The Role Name box is locked for the roles Joby ships with. You can still change their switches.
• Blaming a role for a missing sidebar tab. Each person can hide their own tabs under Settings›Account Settings›Sidebar tabs. Check there before rebuilding a role.
• Looking for Auto Transport, Garage Door Estimates or Power Dialer. Those switches only appear if the matching add-on is switched on for your company.
• Expecting “Simple day view on mobile” to hide data. It only changes how the Leads page looks on a phone. Use Limit to assigned records to actually restrict what someone can see.