| Role | Main job |
|---|---|
| Administrator | Set up the firm, users, clients, contracts, rates, and work items. Full view including money fields and progress. |
| Supervisor | Manage contracts (including rates), allocate Field Technicians, create dockets, and work offline. Sees financial fields; views Active clients (no create/edit Clients). |
| Field Technician | See assigned contracts, create and submit your own dockets (including offline), and check your Overview. |
Getting Started
Roles at a Glance
One-line summary of what each DocketFlow role can do.
Go to your role’s guide: