Roles & Permissions

Which modules each user role can access in Sweep&Go.

Yes
Partial / API
No

Swipe sideways for all 7 roles, scroll down for all modules

Module / Feature	Owner	Manager	Office Staff	Crew Leader	Field Tech	Accountant	Developer
Clients
Client List	Yes	Yes	Yes	Yes	No	Yes	via API
Change Requests	Yes	Yes	Yes	No	No	No	No
Staff
Staff List	Yes	Yes	Yes	Yes	No	Yes	No
Shifts	Yes	Yes	Yes	Yes	No	No	via API
My Shifts	Yes	Yes	Yes	Yes	No	Yes	No
Time & Mileage Report	Yes	Yes	Yes	Yes	No	Yes	No
Start / End My Shift	Yes	Yes	Yes	Yes	No	Yes	No
Scheduler
Dispatch Board	Yes	Yes	Yes	Yes	No	No	via API
Route Manager	Yes	Yes	Yes	Yes	No	No	No
Schedule	Yes	Yes	No	No	No	No	No
Unassigned	Yes	Yes	No	No	No	No	No
Billing
Subscriptions	Yes	Yes	Yes	No	No	Yes	via API
Recurring Invoices	Yes	Yes	Yes	No	No	Yes	via API
One Time Invoices	Yes	Yes	Yes	No	No	Yes	via API
Payments	Yes	Yes	Yes	No	No	Yes	via API
Coupons	Yes	Yes	Yes	No	No	Yes	via API
Payouts	Yes	No	No	No	No	Yes	No
Payroll
Create Payroll Slips	Yes	Yes	No	No	No	Yes	No
Payroll Report	Yes	No	No	No	No	Yes	No
Productivity Report	Yes	Yes	No	Yes	No	Yes	No
Settings
Client Onboarding	Yes	No	No	No	No	No	Some via API
Pricing Setup	Yes	No	No	No	No	Yes	Some via API
Billing	Yes	No	No	No	No	No	No
Additional Services	Yes	No	No	No	No	Yes	No
Quickbooks Online	Yes	No	No	No	No	Yes	No
Payroll	Yes	No	No	No	No	No	No
Subscription Details	Yes	No	No	No	No	No	No
Other Modules
Reports	Yes	Yes	Varies	Varies	No	No	Some via API
Field Tech App	Yes	Yes	Yes	Yes	Yes	Yes	—
Developer Portal	No	No	No	No	No	No	Yes

via API — the Developer role reaches this data through the Sweep&Go Open API, not the dashboard. Varies — access depends on the individual report.