Understanding User Roles and Permissions in CleanWiz
When adding a new staff member to your CleanWiz account, it is critical to assign them the correct role. The role you select determines exactly what that user can see, edit, and manage within your business portal.
CleanWiz uses a strict Role-Based Access Control (RBAC) system designed to protect sensitive business data while giving each team member the exact tools they need to perform their job effectively.
There are four core roles in CleanWiz: Owner, Admin, Manager, and Technician. Each role has clearly defined permissions to ensure security and operational efficiency.
1. Owner
The Owner is the master account holder. This role is typically reserved for the business founder or CEO, and there is usually only one Owner per account.
What the Owner CAN do:
- Total Control: Full access to all features, customers, jobs, and reports
- Subscription Management: Upgrade/downgrade plans, update billing details, or cancel the account
- Global Configuration: Modify pricing logic, AI settings, and integrations (e.g., Twilio, Stripe)
- User Management: Add, edit, or delete any user, including Admins
What the Owner CANNOT do:
- Nothing — the Owner has full system authority
2. Admin
The Admin role is designed for high-level operators such as general managers or trusted office staff responsible for running day-to-day operations.
What Admins CAN do:
- Full Operational Access: Manage customers, quotes, invoices, and financial reporting
- Dispatch & Scheduling: View all technician schedules and manage the master calendar
- Staff Management: Add, edit, and remove Managers and Technicians
- Service Configuration: Adjust pricing rules, durations, and add-ons
What Admins CANNOT do:
- Manage subscription billing or view Owner billing details
- Delete the company workspace
- Modify or remove the Owner account
3. Manager
The Manager role is ideal for dispatchers, customer service representatives, or team leads who coordinate operations but should not access sensitive financial data or system-wide settings.
What Managers CAN do:
- Schedule Control: View and manage the master calendar, dispatch jobs, and track progress
- Customer Management: View/edit customer profiles and respond to messages
- Quote Generation: Create and send quotes using predefined pricing rules
What Managers CANNOT do:
- No Global Settings: Cannot modify pricing engine logic or integrations
- Restricted Financial Access: No access to profit/loss reports, payroll, or exports
- User Limitations: Cannot create Admin users or modify Admin/Owner roles
4. Technician
The Technician role is designed for field staff and cleaners. It is a highly restricted, mobile-friendly interface focused only on job execution.
What Technicians CAN do:
- "My Schedule" Portal: View assigned jobs for the day, week, or month
Job Execution Details:
- Customer name
- Service address with map links
- Service details and add-ons
- Access instructions and job notes
- Availability Management: Submit time-off requests and block unavailable times
What Technicians CANNOT do:
- Zero Financial Visibility: Cannot see pricing, invoices, or payment data
- No CRM Access: Cannot browse customers outside assigned jobs
- No Visibility into Other Staff: Cannot view other technicians' schedules
- Settings Locked: No access to reports, quotes, or system settings
Always assign the lowest level of access required for a user’s role. This ensures maximum security while maintaining operational efficiency.
Summary
CleanWiz’s role-based system ensures that every team member—from field technicians to executives—has the right level of access. This protects your business data, prevents accidental changes, and keeps your operations running smoothly.