Understanding User Roles in WorkHorse

User roles in WorkHorse determine what information a user can access and what actions they can perform within the system. Assigning the correct role ensures users have the tools they need while protecting sensitive business and financial data.

Below is an overview of each available role and its permissions.

Super Admin

Highest level of access in WorkHorse.

Super Admins can:

• View all transactions

• Access all areas of the system

• Add or manage other administrators

This role should be reserved for trusted system administrators.

Admin

Full operational access, similar to Super Admin.

Admins can:

• View all transactions

• Access most system functions

• Add other administrators

Accounting

Financial oversight without administrative control.

Accounting users can:

• View all transactions and financial records

Accounting users cannot:

• Add administrators or modify admin-level access

Sales Manager

Manages the sales process and related settings.

Sales Managers can:

• View and manage the Deals list

• Adjust invoice and estimate settings

This role is intended for sales leadership overseeing the sales pipeline.

CSR (Customer Service Representative)

Frontline customer support role with restricted financial access.

CSR users:

• Do not have access to financial information

• Cannot create roles with permissions higher than their own

Tech Manager

Oversees technician scheduling and service activity.

Tech Managers can:

• View the Dispatch Calendar, including all technicians

• Access all Events and Service Calls

Central Station Operator

Focused on dispatch and service call management.

Central Station Operators can:

• View the Dispatch Calendar

• Create and manage Service Calls

Limited Technician

Restricted technician role for temporary or limited access.

Limited Technicians can:

• View jobs and deals only while assigned to them

• Maintain access for 3 days after the job is closed

Limited Technicians cannot:

• View P&L reports

• Access broader financial data beyond invoices and payments

Advanced Technician

Technician with expanded permissions.

Advanced Technicians:

• Have technician functionality

• Also have access to Accounting features

Sales

Standard sales role with access limited to their own deals.

Sales users can:

• View their own sales

Sales users cannot:

• View P&L reports

• Access financial data beyond invoices and payments

✅ Best Practice:
Assign the lowest permission level necessary for a user to perform their job. This helps protect financial and operational data while maintaining efficient workflows.