Roles and permissions explained

FieldGate has four role levels. Each controls what a person can see and do in the platform.

Admin (org owner)

The account holder who created the org. Has full access to everything — team, payroll, billing, settings, and all data. There is always exactly one admin per org and their role cannot be changed.

Manager

Full workspace access: approve time, run payroll, manage jobs, create invoices, manage settings. Each org can have one additional manager (beyond the admin). Managers can see the Billing tab in Settings.

Lead

Elevated employees with access to scheduling, job management, and team hours. Leads see a manager-style sidebar but cannot access payroll or billing unless the admin grants billing permission explicitly. Each org can have one Lead (combined with the manager limit — 2 elevated accounts total including admin).

Viewer / Employee

Standard team members. They see a simplified view — what they can access depends on their assigned permissions.

Employee permission presets

• Basic — Clock in/out, view schedule, view assigned jobs
• Standard — Basic + view pay, log expenses, send messages, submit requests, view team
• Lead template — Standard + manage schedule, manage jobs, view all hours

You can customize individual permissions per employee from their profile in the Team tab.