Assign Default Roles for New Members

What this guide covers

This guide explains how to set a default role for new team invitations. A default role saves time when you frequently invite members who need the same permissions.

What is a default role

When you invite a new team member, the invite form includes a role dropdown. The default role is the pre-selected value in that dropdown.

Without a default, the dropdown opens with no selection, requiring you to choose each time.

Setting the default role

1. Navigate to /settings > Team > Defaults.
2. Select the Default Invitation Role from the dropdown:
   • Admin -- full access except billing.
   • Dispatcher -- schedule, jobs, contacts, properties.
   • Technician -- field-focused, assigned jobs only.
3. Click Save.

Screenshot: The Team Defaults settings page with the Default Invitation Role dropdown.

How it works

After setting a default:

1. Open the invite form from /team.
2. The Role dropdown pre-selects the default role.
3. You can change it for individual invitations as needed.

The default is a convenience, not a restriction. You always have the option to choose a different role per invitation.

Tip: If most of your new hires are field technicians, set the default to Technician. This reduces the chance of accidentally granting elevated permissions.

Note: Only Owners and Admins can change the default invitation role in settings.

Related articles

• Invite Team Members
• Set Up Roles and Permissions
• Manage Team Member Profiles