Without Proper Access Control, Chaos Follows
Without role-based permissions, you're either locking everyone out or giving everyone the keys—neither works.
Accidental Deletions
A field worker accidentally deletes an entire tool category because they had admin access they didn't need. Hours of data entry gone.
Sensitive Data Exposure
Your tool costs, pricing, and billing information are visible to everyone—including competitors who might hire away your workers.
Accountability Gaps
When everyone has the same access level, you can't track who made critical changes or approved important transfers.
Onboarding Confusion
New users get overwhelmed with options they don't need, or frustrated because they can't access features they do need.
Security Risks
Without proper controls, disgruntled employees or unauthorized users can damage your data or steal sensitive information.
Give Everyone What They Need. Nothing They Don't.
ToolLogix uses five distinct user roles, each with carefully designed permissions that match real construction organizational structures. Assign the right role, and users automatically get appropriate access—no complex configuration required.
Pre-Defined Roles
Five fixed roles designed for construction operations
Automatic Permissions
Each role comes with pre-set permissions—no manual configuration
Easy Assignment
Account Owners and Admins assign roles during user creation
Instant Updates
Role changes take effect immediately
Clear Hierarchy
Organizational structure that makes sense for construction teams
Five Roles. Complete Coverage.
Account Owner
Key Permissions (Exclusive):
- Cancel service
- Transfer ownership to another user
- Create and modify Admin users
- Update billing and payment information
- Assign ordering responsibilities to Admins or Shop Supervisors
- All permissions of Admin, Manager, Shop Supervisor, and Field users
Use Cases:
- Company owner or executive
- Person responsible for final account decisions
- Ultimate authority over the ToolLogix account
Admin
Key Permissions:
- Create and manage Managers, Shop Supervisors, and Field users
- View and download all reports
- Review inventory across all shops, job sites, trucks, and field users
- Reset user passwords
- Access all features available to Managers, Shop Supervisors, and Field users
- View pricing and cost data
- Access billing information (view only)
Cannot Do:
- Cancel service
- Transfer Account Owner role
- Modify billing/payment methods
- Create or modify other Admins
Use Cases:
- Operations managers
- IT administrators
- Senior staff responsible for system management
Shop Supervisor
Key Permissions:
- Manage assigned shop(s) and inventory
- View inventory across all shops
- Approve or deny tool transfers
- Add, edit, and remove tools from inventory
- Generate shop-level reports
- Manage tool check-ins and check-outs at their shop
- Receive ordering responsibilities (if assigned by Account Owner)
Cannot Do:
- Create or manage users
- Access billing information
- View company-wide reports (unless also an Admin)
- Modify other shops without permission
Use Cases:
- Tool crib managers
- Warehouse supervisors
- Shop foremen responsible for inventory
Manager
Key Permissions:
- Manage field workers under their supervision
- Approve tool transfers for their team
- View tools assigned to their team members
- Generate team-level reports
- Check out and check in tools
- View all company tools and availability
Cannot Do:
- Create or delete users
- Modify inventory levels
- Access billing or pricing information
- Approve shop-level transfers
Use Cases:
- Project managers
- Foremen overseeing crews
- Team leads responsible for field operations
In the Field
Key Permissions:
- Check out tools assigned to them
- Check in tools they've used
- View tools currently assigned to them
- View available inventory they can request
- Report tool damage or issues
- Upload photos for condition reports
- Send peer-to-peer messages
- View their own tool history
Cannot Do:
- View other users' assignments (unless shared)
- Modify inventory
- Approve transfers
- Access reports
- Create or manage users
- View pricing or billing information
Use Cases:
- Construction workers
- Field technicians
- Crew members who use tools daily
See Exactly What Each Role Can Do
| Permission | Admin | Shop Supervisor | Manager | In the Field |
|---|---|---|---|---|
| Lorem Ipsum | ||||
| Lorem Ipsum | ||||
| Lorem Ipsum | Partial | Partial | ||
| Lorem Ipsum | ||||
| Lorem Ipsum | ||||
| Lorem Ipsum |
How Roles Work Together
Top Tier: Account Owner
- One per account
- Ultimate authority
- Can manage everyone
Second Tier: Admins & Shop Supervisors
- Admins: Manage users and operations across the organization
- Shop Supervisors: Manage inventory and shop operations
- Both have significant permissions but different areas of focus
Base Tier: Managers & Field Users
- Managers: Oversee field teams and approve transfers
- Field Users: Use tools and report issues
- Limited permissions focused on daily operations
Key Relationships:
- Account Owner can create/modify Admins
- Admins can create/modify Managers, Shop Supervisors, and Field users
- Shop Supervisors manage inventory but not users
- Managers oversee Field users but cannot create accounts
- Field users have no management capabilities
Who Sees What? Complete Transparency.
Each role sees exactly what they need to do their job—no more, no less.
Account Owner & Admins:
- See everything across the entire organization
- All tools, all shops, all job sites, all users
- Complete reporting and analytics
- Pricing, costs, and billing information
Shop Supervisors:
- See all company tools and inventory (for transfer coordination)
- Manage their assigned shop(s) in detail
- View shop-level reports
- Cannot see pricing or billing data
Managers:
- See all company tools and availability (for planning)
- View tools assigned to their team members
- Generate team-level reports
- Cannot see pricing or billing data
Field Users:
- See tools currently assigned to them
- View available inventory they can request
- View their own tool history
- Cannot see other users' assignments or company-wide data
Easy to Assign. Simple to Manage.
Create a New User
- Account Owner or Admin creates a new user account
- Enter basic information (name, email, contact details)
Assign the Appropriate Role
- Select from five available roles based on the user's job function
- Role determines all permissions automatically—no manual configuration
User Receives Access
- User gets email invitation with login credentials
- They immediately have access based on their assigned role
Changing Roles:
- Account Owner or Admin can change a user's role at any time
- Permission changes take effect immediately
- Common scenario: Promote Field user to Manager as they take on more responsibility
Role Limits:
- One Account Owner (can be transferred but not deleted)
- All other roles limited only by your plan's user seat count
- No artificial restrictions on role distribution
Role-Based Permissions in Action
Scenario 1:
Preventing Accidental Deletions
The Utility:
The Challenge:
With ToolLogix:
Results:
Quote: ""—
Scenario 2:
Protecting Sensitive Pricing
The Utility:
The Challenge:
With ToolLogix:
Results:
Quote: ""—
Scenario 3:
Empowering Shop Supervisors
The Utility:
The Challenge:
With ToolLogix:
Results:
Quote: ""—
Scenario 4:
Promoting a Field Worker
The Utility:
The Challenge:
With ToolLogix:
Results:
Quote: ""—
Scenario 5:
Onboarding Made Simple
The Utility:
The Challenge:
With ToolLogix:
Results:
Quote: ""—
