People · Access Control

Roles & Permissions

Reusable templates that shape every user's FirstOS experience. Customize per workspace — and your interface auto-adapts.

Owner

System template

Founder / principal — unrestricted access across the workspace.

27 permissions

1 users assigned

Default landing → /os

FirstOS adapts navigation, dashboards, and quick actions for users with this role. Hiding a permission instantly removes the related buttons everywhere.

Permission matrix

All permissions granted

Customers

View customers

Read customer records & sites

Edit customers

Create, update, merge

Delete customers

Archive or hard-delete

Work Orders

View work orders

Read-only access

Create work orders

Open new jobs

Edit work orders

Modify scope, status, notes

Dispatch technicians

Assign + send to field

Scheduling

View schedule

Read calendar & timelines

Edit schedule

Drag, reassign, reschedule

Quotes & Invoices

View quotes

Read estimates & pipeline

Create quotes

Draft & send estimates

Approve quotes

Sign-off on customer pricing

View invoices

Read billing records

Create invoices

Generate from work orders

View financials

Margins, P&L, AR

Operations

View assets

Read field equipment

Edit assets

Add, update, retire equipment

View inventory

Read stock & POs

Edit inventory

Adjust stock, issue POs

View fleet

Read vehicles & GPS

Edit fleet

Manage vehicles & maintenance

Intelligence

View reports

Read analytics & dashboards

Export reports

Download CSV / PDF

Administration

Manage users

Invite, disable, change roles

Manage organization

Branches, branding, hours

Manage billing

Subscription & seats

Export data

Bulk data egress