Check out this video on Changing A Staff Member's Role In Facility!
You can very easily change a staff member's role by editing the staff member's settings, scrolling to the bottom of the page for the "Permissions" section, and adjusting the role. Just be sure to save!
When changing a staff member’s role, you’re adjusting the level of access they have throughout your account.
Admins have full access to all areas, including staff management, clients, scheduling, invoicing, reporting, and system settings.
Schedulers have broad operational access, allowing them to manage clients, schedules, and invoices, but with more limited control over company-level settings and staff permissions.
Techs/Runners have limited, field-focused access designed for day-to-day service work, such as viewing schedules and client details, without access to administrative tools like reporting or invoicing.
Trainees have the most limited access and are typically restricted to viewing schedules and basic client information, without the ability to manage schedules, edit client details, handle billing, or access reporting.
Each role is designed to match the responsibilities of that position, ensuring team members only see and manage what’s necessary for their job.
Note: You can see a complete list of role permissions in our Staff Permissions help article.