> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vyntaintegrate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Member Roles and Permissions in Vynta Integrate

> Understand Vynta Integrate's built-in roles — Owner, Admin, Dispatcher, and Technician — and choose the right access level for each team member.

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.

## The Four Roles

### 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.

### 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

### Dispatcher

Dispatchers focus on operations:

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

### 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

## 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.

## Role Comparison Matrix

| Capability         | Owner | Admin | Dispatcher | Technician  |
| ------------------ | ----- | ----- | ---------- | ----------- |
| Create work orders | Yes   | Yes   | Yes        | No          |
| Assign technicians | Yes   | Yes   | Yes        | No          |
| View all schedules | Yes   | Yes   | Yes        | Own only    |
| Manage customers   | Yes   | Yes   | Yes        | No          |
| Manage team        | Yes   | Yes   | No         | No          |
| Access reports     | Yes   | Yes   | Yes        | Own metrics |
| Change settings    | Yes   | Yes   | No         | No          |
| Manage billing     | Yes   | No    | No         | No          |
| Clock in/out       | Yes   | Yes   | Yes        | Yes         |
| Record parts       | Yes   | Yes   | Yes        | Yes         |
| Complete jobs      | Yes   | Yes   | Yes        | Yes         |

## FAQ

<AccordionGroup>
  <Accordion title="Can I create custom roles?">
    The four built-in roles cover most needs. For custom access levels, contact support.
  </Accordion>

  <Accordion title="What happens if I change someone's role?">
    The change takes effect immediately. If they're logged in, they'll need to refresh to see the updated access.
  </Accordion>

  <Accordion title="Can an Owner transfer ownership?">
    Yes. Go to **Settings** > **Team**, open the new owner's profile, and click **Transfer Ownership**. Both parties must confirm.
  </Accordion>
</AccordionGroup>