Roles: owner, manager, master
What each role can do in the dashboard and how to change an employee's role.
Pitly has three roles. The role is set in the employee card and applies within one company.
Owner
Full access: company settings and branches, employees and their roles, plan and payment, invoice details, erasure of clients' personal data. There can be several owners; the last owner cannot be deleted, deactivated or demoted.
Manager
Everything needed for working with clients: the whole company's calendar, bookings (create, reschedule, cancel), clients and cars, orders and their statuses, documents, reviews, chat with clients. Does not change company settings, branches, employees or the plan — those sections open read-only.
Master
Sees only their own bookings and orders (where they are the assignee), and the clients and cars of their jobs. In an order they change the status, add photos, comments and recommendations, keep the car history. They do not create or manage bookings and do not issue documents to the client.
| Action | Owner | Manager | Master |
|---|---|---|---|
| Company-wide calendar and bookings | yes | yes | own only |
| Create a client, a car, an order | yes | yes | no |
| Change an order's status | yes | yes | own orders |
| Photos and recommendations in an order | yes | yes | own orders |
| Employees, branches, company settings | yes | read | read |
| Plan and payment | yes | read | read |
| Client data erasure (GDPR) | yes | no | no |
| Pitly support chat | yes | yes | yes |
Changing a role
Open the employee card ("Employees" → name → "Edit"), pick the new role, save. The change applies from the employee's next sign-in.