Understand Owner, Admin, and Worker Roles
Your team knows who can complete each task and when an Owner or Admin must help.
On this page
See who can manage assets, invite teammates, reconcile audits, and open billing.
Before you start
Role needed: any signed-in member. Ask an Owner if an action is unavailable.
Use Owner for organization-level responsibility
The Owner can manage assets and team roles, run administrative workflows, reconcile audit discrepancies, and manage Billing. The Owner role cannot be changed or removed through the member controls.
Use Admin for day-to-day setup
Admins can manage assets, categories, locations, team access, imports, maintenance scheduling/statuses, and audit reconciliation. An Admin can manage Workers but cannot modify another Admin or promote a member to Admin.
Use Worker for field operations
Workers can use Scan for check-out/check-in, view operational records and reports, participate in Physical Inventory Audits, and report maintenance issues. Workers cannot manage asset records, import CSV, manage team or billing, or reconcile discrepancies.
Tips
Keep in mind
Troubleshooting
A menu item or action is missing.
Check: Compare the task with the role permissions above and confirm whether a paid plan is also required.
Fix: Ask an Owner to complete the action, change the member's role, or review the Billing page.
Still stuck? Contact OrbitEquip support.