Team Member Roles and Permissions in Vynta Integrate

Not everyone on your team needs access to everything. Vynta’s role-based access control gives each person exactly the access they need — nothing more, nothing less.

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The Four Roles

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Owner

The account owner has full control:

• All settings including billing and subscription
• All data across the entire account
• Can add and remove team members
• Can delete the account

There can only be one owner per account.

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Admin

Admins can do almost everything:

• Create, edit, and delete work orders
• Manage customers and team members
• Access all reports and analytics
• Configure settings (except billing)
• Manage the customer portal

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Dispatcher

Dispatchers focus on operations:

• Schedule and assign jobs
• Monitor technician status
• Manage customer portal access
• View reports
• Cannot change settings or billing

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Technician

Technicians see only what they need:

• View their own assigned jobs
• Clock in and out
• Record parts and time against jobs
• Add notes and photos
• Use voice dictation
• Complete jobs and capture signatures

They cannot see:

• Other technicians’ schedules
• Customer financial data
• Settings or billing
• Unassigned jobs

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Assigning Roles

When you invite a team member, you choose their role:

1. Go to Settings > Team
2. Click Add Team Member
3. Select the role from the dropdown
4. Send the invitation

You can change a team member’s role at any time from their profile.

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Role Comparison Matrix

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FAQ