Role-based access control (RBAC) restricts system access based on a user's role within the organization. In field service software, common roles include Owner (full access), Admin (settings and team management), Manager (scheduling and financials), and Technician (assigned jobs and limited customer info). RBAC prevents sensitive information — like pricing, revenue, and customer financial data — from being visible to employees who do not need it.
A pressure washing company owner sets up roles so technicians can see job addresses and service notes but cannot view invoice amounts, customer payment history, or company revenue reports. Managers can see financials but cannot change billing settings.
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