ReferenceGenerated
Roles & permissions
This table shows standard area access for Thermal's four base roles. Custom roles and per-person access can change what someone can see. This is a source snapshot generated when this documentation is updated, not a live read of your company's data. Your current version and configured settings may differ.
Roles
| Role |
|---|
| Owner |
| Dispatcher |
| Technician |
| Office |
Area access by role
| Area | Owner | Dispatcher | Technician | Office |
|---|---|---|---|---|
| Dashboard | Yes | Yes | — | Yes |
| Review | Yes | Yes | — | Yes |
| Dispatch | Yes | Yes | — | Yes |
| Automations | Yes | — | — | Yes |
| Work Orders | Yes | Yes | — | Yes |
| Inspections | Yes | Yes | — | Yes |
| Projects | Yes | Yes | — | Yes |
| Subcontractors | Yes | — | — | Yes |
| Customers | Yes | Yes | — | Yes |
| Quotes | Yes | Yes | — | Yes |
| Invoices | Yes | Yes | — | Yes |
| Portals | Yes | — | — | Yes |
| Equipment | Yes | Yes | — | Yes |
| Agreements | Yes | Yes | — | Yes |
| Warranty | Yes | Yes | — | Yes |
| Rentals | Yes | — | — | Yes |
| Marketing | Yes | — | — | Yes |
| Reports | Yes | Yes | — | Yes |
| Scorecards | Yes | — | — | Yes |
| Price Book | Yes | — | — | Yes |
| Inventory | Yes | — | — | Yes |
| Purchasing | Yes | — | — | Yes |
| Staff | Yes | — | — | Yes |
| Settings | Yes | — | — | Yes |
| Integrations | Yes | — | — | — |
Default branch visibility by role
In a multi-branch company, a role's default scope determines whether a user sees data for their home branch only or across every branch. An owner can override this per-user (see Settings → Staff).
| Role | Default scope |
|---|---|
| Owner | All branches |
| Dispatcher | All branches |
| Technician | Home branch only |
| Office | All branches |