Watch: How to remove a team member in SalesThumb (0:44)
SalesThumb ships with six built-in team roles. Most shops use the defaults; every shop can also grant or deny individual permissions per person, and HQ/franchise orgs can save those adjustments as reusable named permission sets (see below).
The six built-in roles
Owner — full access, billing, can delete the shop. Can act on any membership, including another Owner's.
Admin — full access except billing and shop deletion. An Admin cannot demote or remove an Owner.
Manager — view reports, manage staff, edit settings.
Technician — view schedule, clock in/out, upload photos.
Front Desk — manage customers, create quotes, schedule.
Service Writer — create & manage quotes and invoices.
Separately, each teammate also has a mobile role (No access / Installer / Sales / Full access) that controls which side of the mobile app they can use — set from Settings → Team, independent of their shop role above.
View or change what a role can do
On Settings → Team, click any card in the Roles box. A panel opens listing every permission, grouped by area, with Allowed or Not allowed next to each one, plus how many people in your shop have that role.
If you're the shop's Owner, you can change what a role can do for your shop:
- Click the role (for example Manager)
- Turn individual permissions on or off
- Click Save changes
The change applies to everyone on that role in this shop right away. Anything you've changed shows a small Changed tag, and the role's card shows Customized. Click Reset to SalesThumb defaults to undo all your changes for that role.
A few rules:
- Only the Owner can change a role. Admins and Managers can view the list but not edit it.
- The Owner role always has full access and can't be changed.
- A person's own settings on the Permissions tab still win over their role.
- Changing a role never lets anyone change or remove an Owner. Who can manage whom is fixed by rank.
- Changes apply to this shop only. Your other locations keep their own settings.
Inviting a team member
- Open Settings → Team, click Invite Member
- Enter their email address
- Select the role from the dropdown
- Send the invite
The teammate receives an email with a link to accept and set up their account. The invite expires in 7 days; resend it from the Team page if it lapses.
Fine-tuning individual permissions
Beyond the six roles, Settings → Team → Permissions tab lists every member with their role, then a Manage action that opens a per-person permission panel. There you can grant or deny any of 24 specific capabilities — things like viewing financial reports, issuing refunds, managing pricing, inviting or removing staff, exporting customer data, or managing integrations — on top of whatever their role already allows. A member's card shows an "N overrides" badge when they have individual permissions set beyond their role default.
Permission sets (requires a franchise org)
If the shop belongs to a multi-location HQ/franchise org, you can also save a bundle of permission toggles as a named permission set and assign it to any member — useful when several people need the same non-default access. Go to Settings → Team → Permissions tab → Permission sets → New set, name it, and toggle the permissions you want that set to change (anything you don't toggle falls back to the member's role default). A standalone shop with no franchise org doesn't have permission sets — use the per-member overrides above instead.
Switching a teammate's role
Settings → Team, click the teammate, change the role from the dropdown, save. The new role applies immediately — no waiting for their next login.
Removing a teammate
Open the teammate's page from Settings → Team, click Remove, then confirm. They lose access immediately. All work they created (quotes, invoices, photos, messages) stays attached to the shop with their name on it — only their access is removed. Removal doesn't prompt you to reassign their open jobs, so check their job list first and hand off anything still in progress before removing them.
What changes when a role changes?
When a teammate's role changes:
- Their permissions update to the new role's defaults (any individual overrides they had stay in effect on top of it).
- Past work they created stays attributed to them.
- Future work they create uses their new role's permissions.
Common questions
Can a technician become an owner?
Yes — any role can be changed to any other role from the Team page. Only an existing Owner or Admin can change someone's role, and only an Owner can grant the Owner role or act on another Owner's membership.
Can I have multiple owners?
Yes. Owner permissions are the broadest and shouldn't be granted casually.
Can a Manager change a teammate's role?
No. Only Owners and Admins can change a member's role — Managers, Technicians, Front Desk, and Service Writer accounts can't, regardless of who the target is.
What happens if my only Owner leaves?
SalesThumb won't let this happen by accident: you can't remove the last Owner from a shop. Promote a second person to Owner first if the current sole Owner is leaving.
If it does happen, contact hello@salesthumb.com and we'll work with you to verify ownership and reassign the Owner role.