When Everyone Sees Everything, Mistakes Happen and Sensitive Information Gets Exposed
Without role-based access, your platform is one interface that everyone uses the same way. Technicians see revenue data they have no use for and accidentally change settings they don't understand. Dispatchers can view pricing strategy that should be owner-only. New hires have the same access as a 5-year veteran on their first day.
Role-based permissions in ECode FX mean every person interacts with the system through a lens designed for their specific job. Technicians see a clean, focused view of their schedule and jobs. Dispatchers see the full board. Managers see performance reporting. Owners see everything including financials. Everyone is more effective because they're not navigating tools they'll never use.
- 4 built-in roles: Owner, Manager, Dispatcher, Technician — configured in minutes
- Custom roles for any permission combination your business requires
- Technicians see only their own jobs — not pricing, financials, or other techs' data
- Managers can approve estimates and view reports but can't change system settings
- Activity logs track every action by every team member with timestamp
- Access removed instantly the moment a team member leaves
Every Feature You Need in Team & Roles
No add-ons. No hidden tiers. Everything below is included with your ECode FX subscription.
Built-In Role Templates
Owner, Manager, Dispatcher, and Technician roles are pre-configured and ready to assign from day one. Each role has a carefully considered permission set built around what that person actually needs to do their job effectively.
Custom Role Builder
Build any permission combination your operation requires. A lead technician who can also estimate. A billing coordinator who handles invoicing but not scheduling. A field supervisor with reporting access. Any combination is possible.
Technician-Focused View
Technicians see a clean, simple interface: their schedule, job details, customer information, checklists, photos, and payment collection. Nothing else. The interface is optimized for field use — fast, clear, and impossible to accidentally misuse.
Activity Logs
Every action by every team member recorded with timestamp: job status changes, estimate sends, invoice creation, settings modifications. Know exactly what happened on any job, when it happened, and who did it.
Instant Access Removal
When a team member leaves, revoke their access with one click. Their historical work is preserved permanently on all records. Their ability to view, edit, or export any data is revoked immediately.
Multi-Location Team Management
Organize teams by location for businesses operating across multiple markets or offices. Location managers see their own team's data; company owners see across all locations simultaneously.
Right Information, Right Person — Set Up in One Afternoon
ClearAir's owner had delayed adopting a unified platform because he was concerned about sensitive data visibility. After seeing ECode FX role-based permissions, he set up custom roles for all 14 team members in a single afternoon. Every person has exactly the access their role requires. Data is secure. The team works more efficiently because they're not overwhelmed by features that aren't relevant to their work.
See How It Works →Frequently Asked Questions
Set Up Your Entire Team in Under an Hour
Book a demo and we'll walk through configuring roles and permissions for your specific team structure.
Book a Free Demo →