Staff and access
An operator handles enquiries without financial reports
The owner delegates calls and quotes. Sharing the owner account exposes more data than the role needs.
Editorial examples of typical work situations. Names, amounts and examples are illustrative, not verified company stories or customer testimonials.
What to do
- Grant separate operator access in the eligible plan.
- Check the company selected at sign-in.
- Use the operator workspace for customers, quotes, jobs and calendar.
- Disable access when collaboration ends.
What changes and what to check
The separate role restricts reports and settings. Do not share the owner PIN or one login with the whole team.
