Guide 27

Access Control: who can see the money

Decide who sees the money, person by person

The problem

A field tech opens a job and sees the price, the cost and the profit: your margins, on his phone, on the client's site. The office needs those numbers; he does not.

What Zeus does

Access Control sets what each person can do feature by feature, on top of their role. Turn the money off for one person and nobody else changes.

Do this

Start on Team

  1. More

    Then Team & Helpers

    Look at Home

  2. Access Control
    Access Control: who can see the money, Access Control
  3. Dylan Fournier

    Open Dylan, and every feature is listed, each with a choice

  4. Write Access

    Switch write off

  5. Read Access

    And read off

    Look at What Each Access Means

  6. Save Access

    Every other setting unchanged

    Look at Access updated.

  7. Capture

    Limited on 1 feature

    Look at Limited on 1 feature

  8. Neil Chartrand · Interior Repaint

    Dylan's phone, same job

You now have

Same app, different views, set once per person.

On screen, not tapped: Overview

All 8 guides in Team, time & dispatch