ROLES EXPLAINED

§ ROLES + TEAM4 min READUPDATED 2026-08★ POPULAR

What each role is for and exactly which tabs it gets, from admins down to subcontractors.

A role in RevolveCore decides two things: which tabs a person sees, and which admin chrome they get. The point is focus — an accountant opens the app into money and approvals, a door knocker opens it into a map, and nobody wades through screens they never use.

§Role by role

RolePhone tabsBuilt for
Admin / ownerCUSTOMERS · JOBS · SUBS · MONEY · ASSISTANTRunning the company — full tab set plus the Admin Console and MARKETING on the web
Field repCUSTOMERS · JOBS · SUBS · MONEY · ASSISTANTDay-to-day production work — same tabs as an admin, without the admin chrome
Office staffCUSTOMERS · JOBS · SUBS · MONEY · ASSISTANTBack-office coordination
AccountantCUSTOMERS · MONEY · REPORTS · APPROVALS · ASSISTANTBooks, reporting, and sign-offs
Door knockerKNOCKER · CUSTOMERS · STATS · LEADS · ASSISTANTCanvassing — map first, stats and leads beside it
SalespersonCUSTOMERS · CALENDAR · LEADS · COMMISSIONS · ASSISTANTSelling — appointments, leads, and personal earnings

Subcontractors are different in kind: they never see your app at all. A sub gets their own navigator — Home / Jobs / Messages / Payments / Docs — scoped to the work you assign them, with your customer pricing hidden. See "What your sub sees" in the PORTALS + SUBS category.

§Admins vs field reps

Admins and field reps share the same tab set. The difference is chrome: the masthead ⚙ gear and the MORE sheet's Admin Console row are admin-only, and the web-only MARKETING tab is hidden from field reps — it is gated to owners, admins, operators, managers, and office staff.

What a field rep is allowed to see and do is not fixed. To change it for every field rep, open Roles & permissions, select the built-in FIELD REP role and tick or untick permissions — RESET TO DEFAULT puts it back. To change it for one person only, create a custom role and assign it to them. See "Roles and permissions editor" in this category.

§Roles you can invite

The invite flow offers field rep, manager, admin, dispatcher, and office staff. Every built-in role's permissions can be edited (each has RESET TO DEFAULT), and companies can also create custom roles with their own permission sets — see "Roles and permissions editor" in this category.

◆ NOTE
My Commissions (in the MORE sheet, and the COMMISSIONS tab for salespeople) appears only when the user actually has commission data. A rep with no commission entries will not see it, and that is expected.

§Related

  • ◆See "Manage your team" in this category for inviting people and changing roles.
  • ◆See "Door knocker mode" in this category for the canvassing toolkit.
  • ◆See "Navigating on your phone" in GETTING STARTED for how the tab sets are laid out.
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