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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Manage roles and permissions

Control who can view, create, edit, or delete each module.

Roles are module-scoped with field-level granularity.

Manage roles and permissions
  1. 1

    Open Config → Roles

    Select an existing role or create a new one.

  2. 2

    Set module access

    Toggle view/create/edit/delete per module (Customers, Invoices, Jobs, etc.).

  3. 3

    Assign to users

    On the Users record, assign one or more roles.

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