SalesThumb ships with four built-in team roles. Most shops use the defaults; the role system supports custom roles for larger shops with unusual workflows.
The four built-in roles
Owner — full access. Can change subscription, payment methods, billing, sharing, integrations, and team. Can delete the shop. Usually one or two people.
Manager — operational control. Can see all financial data, change service catalog, modify pricing, approve refunds, manage scheduling, edit any customer record. Cannot change subscription/billing or delete the shop. Most location managers and shop GMs are Managers.
Service writer / Front desk — customer-facing operations. Can create + send quotes, schedule appointments, take payments, capture photos, message customers. Cannot see financial reports beyond their own day's revenue. Cannot edit the service catalog or pricing. Good for non-management front-desk staff.
Installer — focused workflow. Can see their assigned jobs, capture photos, update job status, send customer messages. Cannot see other installers' jobs, financial data, or customer contact info beyond their assigned jobs. Most installers are this role.
Inviting a team member
1. Open Settings → Team → Invite 2. Enter their email 3. Select the role 4. Optional: limit to specific locations (HQ tier only) 5. Send invite
The teammate receives an email with a magic link to set up their account. They land in SalesThumb with their role-appropriate dashboard.
Switching a teammate's role
Settings → Team, click the teammate, change the role from the dropdown. The role change takes effect on their next login (usually within 60 seconds).
Removing a teammate
Settings → Team, click the teammate, Remove from shop. They lose access immediately. All work they created (quotes, invoices, photos, messages) stays attached to the shop — only their access is removed.
If they had any active jobs assigned, those jobs need to be reassigned. SalesThumb prompts you for reassignment during removal.
Custom roles (HQ tier only)
The Pro and HQ tiers support custom roles. Example custom roles real shops have built:
- "Lead photographer" — like Installer but with additional photo-management permissions.
- "Bookkeeper" — read-only financial access (reports, invoices, payments) but no editing rights.
- "Marketing lead" — access to review automation settings, customer messaging templates, and reporting only.
To create a custom role: Settings → Team → Roles → New Role. Pick a name and toggle the 35 permission categories on/off.
What changes when a role changes?
When a teammate's role changes:
- Their dashboard reconfigures to show what they can access.
- Past work they created stays attributed to them.
- Future work they create uses their new role's permissions.
- They keep their saved preferences (theme, notification settings, default views).
Common questions
Can an installer become an owner?
Yes — there's no permission level that can't be elevated. The Owner role just needs to be granted from the existing Owner account.
Can I have multiple owners?
Yes — most shops have 1-2 owners. Owner permissions are the broadest and shouldn't be granted casually. Co-founders + spouses are the typical Owner pairs.
Can a Manager change another Manager's role?
No. Only Owners can change another Owner's or Manager's role. This prevents permission-escalation accidents.
What happens if my only Owner leaves?
Don't let this happen. If you have only one Owner and they leave the shop, your access to billing/subscription/team-management is locked.
If it does happen, contact info@roffik.com — we can verify identity via bank account ownership and reassign the Owner role. This takes 3-5 business days for security reasons.