Roles: owner, office and technician
What an owner, an office member and a technician can each see and do in a TradeSender workspace, area by area.
Every member of a workspace has one role. The person who creates the workspace is its owner. An owner chooses a role for each person they invite and can change it later: see Invite your team.
| Role | In short |
|---|---|
| Owner | Everything, including settings, the team, billing and deleting the workspace |
| Office | All the day-to-day work: customers, quotes, jobs, the schedule, invoices and payments |
| Technician | The visits they are assigned to, and their own time |
A workspace can have more than one owner. It must always keep at least one active owner.
The work
| Area | Owner | Office | Technician |
|---|---|---|---|
| Today | All of it | All of it | Their own visits. No shortcuts, money figures or Needs attention |
| Schedule | See, book and move every visit | The same | See the visits they are assigned to. Cannot book or move them |
| Map of the day | Everyone's stops, or one person's | The same | Their own stops |
| Jobs | Create, change, complete and cancel | The same | See the jobs they have a visit on, without prices |
| Visits | Book, change and cancel. Start and finish any visit | The same | Start and finish their own visits, with notes and photos |
| Time entries | Their own and the team's | The same | Their own |
| Time off | Book it for anyone | The same | Book and change their own |
| Customers, contacts and properties | See, change and archive. Import a list | The same | See a customer from a visit or a job. Cannot change anything |
| What a customer owes, and the emails sent to them, one customer's or all of them in Activity | See | The same | No |
| Enquiries | See and work them | The same | No |
| Services | See and change | The same | No |
| Costs and margin | See and set | The same | No |
| Quotes | Write, send, and record a yes or a no | The same | No |
| Invoices and payments | Create, send, remind, run month end, record payments, write off and void | The same | No |
A technician has no Customers page, on the web or in the iPhone or Android app. They reach a customer from a job or a visit, or through search on the web. There they see the contact details, the properties, the contacts and the notes. They cannot open a property or a contact to change it.
Only owners and office members see what work costs you, or a margin, and only in the web app and the iPhone and Android apps. A technician, an API key and a connected AI assistant are sent neither. See Who sees a cost.
The workspace
| Area | Owner | Office | Technician |
|---|---|---|---|
| Team | See, invite, change roles and deactivate | See only | No |
| Settings, Business details | Change | Read only | Read only |
| Settings, Quotes and invoices and Getting paid | Change, and connect Stripe | Read only | No |
| Settings, Emails | Connect and disconnect a mailbox, switch automatic emails on and off, set the reminders' timings and change the email notes | Read only | No |
| Settings, Website and portal | See the form and the portal address, and replace the form's address | See the form and the portal address | No |
| Settings, Connected apps | Stripe, the mailbox, the website form and the plugin, with their own assistants and API keys | The same. Stripe and the mailbox open read only | Their own assistants and API keys |
| Settings, Import and export | Import customers and export records | The same | No |
| Settings, Plan and billing | See the plan, subscribe and manage it | See the plan | No |
| The set-up questions and Get set up | Yes | No | No |
| Delete the workspace | Yes | No | No |
| Leave the workspace | See Leave or delete a workspace | Yes | Yes |
Where a setting is read only, the page says so: "Only the workspace owner can change these settings."
The same for everyone
Each member has their own Your account, which holds Appearance, and their own API keys in Settings. The AI assistants under Connected apps are each member's own too.
Everyone has Help, where they ask us questions and report problems. Nobody else in the workspace sees a member's questions or our answers, not even an owner: see Get help from TradeSender.
An AI assistant or an API key works as the member who connected or made it. It can see and change what that member can, and nothing more. A technician's assistant gets a technician's access.
In the iPhone and Android apps
The apps' tabs are Today and Jobs for everyone, with Customers, Quotes and Invoices added for owners and office members. A technician opens a customer from a visit or a job, as on the web, and their jobs show no prices.
In the apps' Settings, a technician has Help, then Time entries and Time off under Your business, Business details to read, Connected apps with their own AI assistants, and On this phone. Owners and office members see every page, and only an owner can change them.
Choosing a role
- Give Technician to people who do the work and have no need for quotes, invoices or the rest of the team's schedule.
- Give Office to whoever books the work and sends the paperwork. They cannot change bank details or the team.
- Office members cannot change the plan either.
- Give Owner only to people you would trust with deleting the workspace.
Checked against the app on 29 October 2026. Still stuck? Ask usAsk us.