Roles and permissions
Show your engineers the job, not the price.
Build each role from 128 switches and watch the result as you go. Turn prices off and the quote list, the quote and its PDF all lose them. Turn phone numbers off and the address stays, so they still find the house.
14 days free, no card. Then £19 a month for you and £9 for each person you add.
Edit role
Settings · Roles & permissionsChanges apply to everyone in this role straight away.
Role name
Field engineer
39 of 128 permissions · full access in 2 areas
Financials
View prices and totals on sales documents
Prices, line totals and document totals on quotes, invoices and job sheets: in lists, on the document itself and in the PDF they generate. OFF lets them work the document without seeing what it is worth.
Customer details
View customer phone numbers and emails
Phone numbers and email addresses of customers and site contacts, everywhere in the app. OFF shows them as “Hidden” and removes call, text and email buttons. They can still send certificates, reports and confirmations to the details on file, but not to an address they type in. Addresses stay visible.
Financials
View company financial totals
Company-wide money on the dashboard: turnover, paid, owed, overdue and the trend chart. OFF keeps the dashboard but removes every company total from it. Use this for people who need the diary and the job list but should not see what the business is making.
General
View the full dashboard
OFF gives them the simplified Today screen: their own jobs for the day and nothing else. The sidebar and every other permission are unaffected.
Calendar
View other people's appointments
OFF limits the calendar and the dashboard to appointments assigned to them. This is the closest thing to an 'own work only' setting.
Quotes
Grace Okafor · Q-0142
New combi boiler
Tom Hale · Q-0139
Two radiators
Quote Q-0142 · Grace Okafor
New combi boiler
Q-0142.pdf
What the customer is sent
Five of the real switches, with the app's own help text. Flip one and the phone shows what changes.
01Every switch
Start from three roles. Then make them yours.
Every business starts with Manager, Administrator and Team Member. Rename them, change them or copy one into a new role, like Apprentice or Office. Each switch says in plain words what happens when it's off.
39 of 128 permissions · full access in 2 areas
- On:
View the sales sectionview
The master switch for the Sales section. OFF hides quotes, invoices, payments, job sheets and templates whatever the individual permissions say.
- On:
View quotesview
OFF hides quotes. Prices are controlled separately under Financials.
- Off:
Create quotes
OFF means they cannot raise a quote.
- Off:
Edit quotes
OFF means quotes are read-only for them.
- Off:
Delete quotes
OFF means they cannot delete quotes.
- On:
View invoicesview
OFF hides invoices. Amounts are controlled separately under Financials.
- Off:
Create invoices
OFF means they cannot raise an invoice.
- Off:
Edit invoices
OFF means invoices are read-only for them.
- Off:
Delete invoices
OFF means they cannot delete invoices.
- Off:
View paymentsview
The payments ledger: what has been received and what is still outstanding. OFF hides it.
- Off:
Record payments
OFF means they cannot mark an invoice as paid or record a part payment.
- Off:
Edit payments
OFF means recorded payments are read-only for them.
- Off:
Delete payments
OFF means they cannot reverse a recorded payment.
- On:
View job sheetsview
OFF hides job sheets. Amounts are controlled separately under Financials.
- On:
Create job sheets
OFF means they cannot raise a job sheet.
- On:
Edit job sheets
OFF means job sheets are read-only for them.
- Off:
Delete job sheets
OFF means they cannot delete job sheets.
- Off:
View sales templatesview
OFF hides saved templates when raising a document.
- Off:
Manage sales templates
OFF means they can use templates but not create or change them.
- Off:
Send sales documents to customers
Emailing or texting a quote, invoice or job sheet to the customer. OFF means they can prepare it but not send it.
- On:
Add notes to sales documents
OFF means the internal notes on a sales document are read-only for them.
- Off:
View sales document history
Who sent what and when, and whether the customer opened it. OFF hides it.
- Off:
Change the status of a sales document
Moving a document through its stages: accepted, rejected, paid, written off. OFF means they cannot change the stage.
- Off:
Duplicate sales documents
OFF removes the option to copy an existing document into a new one.
- Off:
Convert quotes, invoices and job sheets
Turning a quote into an invoice, or a job sheet into either. OFF removes the convert action.
- Off:
Turn invoice chasing and quote follow-ups on and off
Whether OnPoint automatically chases an unpaid invoice or follows up an unanswered quote. OFF means they cannot change that per document.
- On:
Sales
7 of 26- On:
View the sales sectionview
The master switch for the Sales section. OFF hides quotes, invoices, payments, job sheets and templates whatever the individual permissions say.
- On:
View quotesview
OFF hides quotes. Prices are controlled separately under Financials.
- Off:
Create quotes
OFF means they cannot raise a quote.
- Off:
Edit quotes
OFF means quotes are read-only for them.
- Off:
Delete quotes
OFF means they cannot delete quotes.
- On:
View invoicesview
OFF hides invoices. Amounts are controlled separately under Financials.
- Off:
Create invoices
OFF means they cannot raise an invoice.
- Off:
Edit invoices
OFF means invoices are read-only for them.
- Off:
Delete invoices
OFF means they cannot delete invoices.
- Off:
View paymentsview
The payments ledger: what has been received and what is still outstanding. OFF hides it.
- Off:
Record payments
OFF means they cannot mark an invoice as paid or record a part payment.
- Off:
Edit payments
OFF means recorded payments are read-only for them.
- Off:
Delete payments
OFF means they cannot reverse a recorded payment.
- On:
View job sheetsview
OFF hides job sheets. Amounts are controlled separately under Financials.
- On:
Create job sheets
OFF means they cannot raise a job sheet.
- On:
Edit job sheets
OFF means job sheets are read-only for them.
- Off:
Delete job sheets
OFF means they cannot delete job sheets.
- Off:
View sales templatesview
OFF hides saved templates when raising a document.
- Off:
Manage sales templates
OFF means they can use templates but not create or change them.
- Off:
Send sales documents to customers
Emailing or texting a quote, invoice or job sheet to the customer. OFF means they can prepare it but not send it.
- On:
Add notes to sales documents
OFF means the internal notes on a sales document are read-only for them.
- Off:
View sales document history
Who sent what and when, and whether the customer opened it. OFF hides it.
- Off:
Change the status of a sales document
Moving a document through its stages: accepted, rejected, paid, written off. OFF means they cannot change the stage.
- Off:
Duplicate sales documents
OFF removes the option to copy an existing document into a new one.
- Off:
Convert quotes, invoices and job sheets
Turning a quote into an invoice, or a job sheet into either. OFF removes the convert action.
- Off:
Turn invoice chasing and quote follow-ups on and off
Whether OnPoint automatically chases an unpaid invoice or follows up an unanswered quote. OFF means they cannot change that per document.
All 128, grouped the way the roles screen groups them, with the ticks each starting role comes with. Pick a role, then an area.
Manager
Everything, including the bank details, the OnPoint subscription, the team and what each role can do.
Administrator
Runs the office: diary, money, customers, certificates, marketing. Not the bank details, the subscription, changing roles or the team, or timesheets, holidays and vans.
Team Member
Reads the job and does the job: their diary, certificates, job sheets and appliances. No prices, no company totals.
02Job visibility
Choose how far ahead they see.
Some owners want engineers to see the whole week. Some want them to see today, once they've clocked in, or just the next job. Set it per role, then change one person without changing the rest.
Limit how far ahead people see jobs
Stops people planning their week around a light day. The owner always sees everything.
Field engineer
Nothing from today onwards until they clock in, then just today's jobs (still visible after clocking out, until midnight). Before clocking in they see their first job's time and postcode.
How many jobs Field engineer can see
Sam has clocked in
At 07:48
Past jobs stay visible, and so does any job they booked themselves.
What Sam sees at 10:40 on Tuesday
Today
- 08:00
Annual service
4 Mill Lane, LS6 2AB
- 10:30
Gas safety record
Flat 2, 19 Hyde Park Road
- 13:30
Breakdown
61 Otley Road
- 15:30
Annual service
12 Ash Grove
3 jobs aren't on Sam's phone yet.
03Seeing and changing
Looking is one switch. Changing is another.
Service plans, the team map, CIS returns, purchasing, reports each have their own switch. Manager and Administrator start with them. Team Member doesn't, so you switch them on per role.
Team chat has no switch. Everyone active on the team can use it. A job's own chat is open to the people who can see that job.
Service plans
View service plans
Create and change service plans
The visits a plan books still show in the calendar like any other job.
Team map
See the team map
Nothing to change: it's a view
It shows where people are, so keep it to whoever dispatches. Planning a route also needs Edit appointments.
CIS returns
View CIS returns and statements
Nothing to change: it's a view
It shows subcontractors' UTRs and what you paid them. The CSV also needs Export and bulk-download records.
Purchasing
View purchasing and stock
Raise orders, record bills and adjust stock
Includes buy prices, so seeing it is its own decision.
Reports
View reports
Nothing to change: it's a view
Reports with money in them also need View company financial totals.
- HL
Manager
Full access to everything
Edit - RK
Administrator
117 of 128 permissions
Edit - SODPPS+1
Field engineer
39 of 128 permissions
Edit - JM
Apprentice
29 of 128 permissions
Edit
A preview can only hide things, never grant them.
Press View as on any role, then Exit preview.
04Before you invite anyone
See the app as that role sees it.
Press View as and OnPoint shows you the app the way that role gets it, so you can check what an engineer sees before there's an engineer to ask. Turn a switch off, look again, done.
Nobody can grant what they don't hold
Someone allowed to change roles can't give a role anything their own role doesn't have. They shape access within their own.
The owner always holds everything
It's worked out on the server, so you can't switch yourself out of your own business.
The sensitive ones are checked on the server
Prices on a PDF and who a document can be sent to are decided on the server, not just hidden in the app.
Suspend isn't the same as remove
Suspending someone stops their access and leaves their work where it is. Removing them is a separate step.
The switches reach every part of it.
Roles aren't an add-on. They're on every plan from the first seat.
Running a team in property maintenance, commercial gas, fire safety or building? See OnPoint for your trade, or how it compares.
- Timesheets, holidays and vansShift lock keeps OnPoint shut off shift for the roles you choose.
- Tracking and the team mapThe map is a switch of its own, for whoever dispatches.
- QuotesGood, better and best options, deposits and follow-ups.
- Customers, properties and appliancesOne record per customer, with every job, certificate and invoice.
- The engineer's app, offlineJobs, photos, forms and certificates with no signal.
Questions people ask.
Anything else? Ring +44 7884 697405 or email us.
What are roles and permissions in OnPoint?
They decide what each person on your team can see and do. A role is a set of switches, 128 in all, like whether they see prices or customer phone numbers. Everyone in a role gets its switches, and you can change one person's job visibility or shift lock without changing their whole role. It's part of OnPoint, the job management app for UK trades.
Can I stop engineers seeing prices?
Yes, with one switch. With View prices and totals on sales documents off, they can still open quotes, invoices and job sheets and do the work, but every price, line total and document total reads Hidden.
Does that hide prices on the PDF too?
Yes. It covers the list, the document on screen and the PDF it makes. Whether the PDF shows prices is decided on the server, not just in the app.
Can I hide customer phone numbers from engineers?
Yes. With View customer phone numbers and emails off, they read Hidden and the call, text and email buttons go. The address stays, so they can still get to the job. They can still send certificates, reports and confirmations to the details on file, but not to an address they type in.
Can I make my own roles?
Yes. Copy an existing role and adjust it, or start from nothing, and name it whatever your business calls that job, like Apprentice or Office. The app works on the switches, not the role's name.
What do the three starting roles get?
Manager gets everything. Administrator runs the office but doesn't get the bank details, the OnPoint subscription, changing roles or the team, or timesheets, holidays and vans. Team Member gets their diary, certificates, job sheets and appliances, without prices or company totals.
How many permissions are there?
128, grouped into areas like Financials, Calendar, Sales and Certificates. Each one has a line of help in the app, and most say exactly what happens when it's off.
Who sees the team map, purchasing, reports and the other newer sections?
Whoever you switch them on for. Service plans, the team map, CIS returns, purchasing and reports each have their own switch, and some have two: seeing purchasing is separate from raising orders. Manager and Administrator start with them. Team Member doesn't.
Can I stop engineers seeing their whole week?
Yes. Set a role to Everything, Today only or Next jobs only. Today only shows nothing from today onwards until they clock in, then just today's jobs. Before clocking in they see their first job's time and postcode. Past jobs, and jobs they booked themselves, stay visible.
Is team chat behind a permission?
No. Everyone active on the team can use it: the Everyone thread and one-to-one messages. A job's own chat is open to the people who can see that job.
Can I see what a role looks like before inviting someone?
Yes. Press View as on any role and the app shows you what that role sees, until you press Exit preview. A preview can only hide things. It never grants a permission you don't already have.
Can someone give themselves more access?
No. Someone allowed to change roles can't give a role anything their own role doesn't have. The owner always has everything, and that's worked out on the server.
What does it cost?
£19 a month for you and £9 a month for each person you add, with every feature and no contract. Custom roles, all 128 switches and View as are included from the first seat. You get 14 days free first, with no card needed. Or pay yearly: £190 a year for you and £90 for each extra person, which is 2 months free.
Build the engineer role. Then look at it yourself.
14 days free, no card. Turn prices off, press View as, and see exactly what your engineer gets before you invite one. Then £19 a month for you and £9 for each person you add. Or pay yearly: £190 a year for you and £90 for each extra person, which is 2 months free.