Staff & Permissions
Control what your team can see and do with role-based permissions.
Roles
Sortinal has three built-in roles:
- Business Owner — full access to everything, cannot be restricted
- Admin — full access by default, can be customised
- Technician — limited access by default, configured per person
Adding staff
Go to Settings → Staff & Labour Costs and tap + Add Staff Member:
- Enter their name and email
- Set their hourly labour rate
- Choose a role
- Configure permissions (for Technicians and Admins)
- They receive an email invite to join your business
Permissions
Permissions control access at the module level:
| Permission | What it controls |
|---|---|
| View Jobs | See the jobs list and job details |
| View Customers | See customer records |
| View Quotes | See and create quotes |
| View Schedule | See the calendar |
| View Invoices | See invoices and payment status |
| View Stock | See inventory levels |
| View Statistics | See analytics and reports |
| Manage Business | Edit business profile and settings |
| Manage Quote Settings | Change quote defaults and terms |
| Manage Comms | Configure email and SMS settings |
| Manage Stock Settings | Change stock thresholds and auto-deduct |
| Manage Staff | Add/remove team members and change permissions |
| Manage Equipment | Edit the equipment catalog and pricing |
Owners always have all permissions. For everyone else, toggle each permission on or off.
Labour costs
Each staff member has an hourly rate. This is used in quote calculations when labour is priced per-hour.
Tips
- Give techs View Jobs + View Schedule at minimum so they can see their assignments
- Keep Manage Staff and Manage Business restricted to owners and trusted admins
- Review permissions when someone's role changes — don't leave old access lying around