<!-- Set up roles and permissions for your team | AquaOps -->
Source: https://aquasops.com/help/set-up-roles-and-permissions
Last updated: 2026-10-29

> How to give people the right access in AquaOps: default roles, editing a role, duplicating one, and what a role without all jobs can see.

Help: Team · 4 min read

# Set up roles and permissions for your team

How to give people the right access in AquaOps: default roles, editing a role, duplicating one, and what a role without all jobs can see.

By the AquaOps team

 *[Image: Blue lamella plates inside a settling tank at a water treatment plant, with a steel walkway down the middle]*

Roles decide what each person can see and do. Open **People and access, Roles** in the admin area (you need permission to manage roles).

## Start from the defaults

Your company starts with roles such as owner, manager, dispatcher, finance, support and technician. Each lists who holds it. You can **duplicate** a role and change the copy instead of editing the original.

## Edit a role

Each role has switches grouped by area: read, create, update and delete for jobs, clients, billing and so on, plus special permissions (for example to approve jobs or see sensitive client fields). Adding, editing and removing roles and settings are separate permissions, so you can let someone edit settings without letting them change roles.

## What “reach” means

A role **without the permission to see all jobs** sees only the jobs assigned to it, and the clients, sites and systems on those jobs. That is how technicians see their own work and not a colleague’s. Money, costs, supplier details and sensitive client fields can be limited the same way.

## Invite people

Under **Team**, invite a person by email and choose their role. Team details such as email, last seen and devices are visible only to people allowed to see security details.

## Good habits

-   Give people the smallest role that lets them do their job.
-   Use two-step verification for owners.
-   Check the **Activity log** (Records) to see who changed what.

See [Security and data](https://aquasops.com/security) for the whole picture.

## Questions and answers

Can I remove a role people still hold?

No. Reassign the people first; then the role can be removed.

## Keep reading

-   [Import your clients and systems from a spreadsheet](https://aquasops.com/help/import-clients-from-a-spreadsheet)
-   [Invite a customer to the portal and give people roles](https://aquasops.com/help/invite-a-customer-to-the-portal)

## Want to see it working on your own data?

Book a demo and we will walk through this with your kind of work.

[Book a demo](https://aquasops.com/contact) [See how it works](https://aquasops.com/how-it-works)
