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User Roles in Pipeline

Pipeline uses role-based access to control what each user can see and do. Your administrator assigns roles when creating your account.

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Available Roles

Super User Full access to all features including system configuration, integrations, debug tools, and all module settings. This is typically reserved for system administrators. Admin Access to administrative features including user management, workflow configuration, and all operational modules. Can view Pulse analytics dashboards. Office Designed for office-based staff who manage the day-to-day operations. Access includes:
  • Creating and managing jobs
  • Sales and invoicing
  • Purchase order management
  • Stock management (if Stock module is enabled)
  • Customer management
  • Time tracking
  • CRM reminders
Field Designed for field workers who perform on-site work. Access includes:
  • Viewing assigned jobs
  • Updating job and task status
  • Schedule viewing
  • Asset management (if Assets module is enabled)

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Module Access

In addition to roles, your organisation may have specific modules enabled:
  • Pipeline - Core job management, scheduling, and invoicing
  • Stock - Inventory and stock management
  • Assets - Equipment tracking and fault logging
Your navigation bar only shows modules that are both enabled for your organisation and accessible by your role.

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Checking Your Access

If you cannot see a particular feature or menu item, it may be because your role does not include access to that area. Contact your administrator to request a role change if needed.