Access
P0 · MVPWho uses ZetField and at which level. Same people and login as Workspace › Users.
ZetField isn't part of your company's suite
ZetField: jobs, dispatch, technicians and site visits. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Smart dispatch
- Route optimisation
- Job report writer
- Parts prediction
Your admin decides which apps your company uses.
You don't have access to this page
Your ZetField role is Employee. This page is for other roles.
How access works in ZetSuite
Four ideas. Everything on this page is one of them.
Everyone can be in the directory. A user is a person who can sign in. One email works across every company they belong to.
Owner, Admin, Maintainer, Member or Viewer, set by ZetSuite, plus your own. It decides who manages the workspace, and which app role people start with.
One role per app: Admin (everything plus settings), Maintainer (their team's records), Member (own records) or Viewer (read-only). Anything except No access uses a seat.
Bundles for speed: "Sales rep" gives ZetCRM, ZetSales and ZetChat as Member in one click. Tweak per app after.
Need finer control? Each role has Customize for module, action and field rules.
| Person | Level | What they see | Status |
|---|
Portals in ZetField
- Technician appComing nextFor your own people at the Technician level and above. Comes with their ZetField seat; no extra seat.
Customize
Advanced. Change what this level can do per module, or make a variant (for example "Sales rep · no export") and give it to some people.
| Module | Records they see | view | create | edit | approve | delete | export |
|---|
Sensitive fields
Masked shows •••• with a lock; the value stays in the record.
Any level except No access uses one seat. A seat is a licence: what someone can see is their level, not their seat. The price change is shown before you send.
Who holds a seat
Invited people hold a seat until they accept or the invite is revoked.
Uses suite integrations
Shared integrations are connected once for the whole company in Workspace › Integrations. ZetField uses them as listed here. Read-only: changes happen in Workspace.
- WWhatsApp BusinessConnectedConnected in Workspace. Technician ETA.Messaging & voice · connected by Aarav Mehta · last sync 1 min ago
- MTMicrosoft TeamsNeeds attentionConnected in Workspace, needs attention. Dispatch alerts.Messaging & voice · connected by Meera Iyer · last sync Yesterday
- ZZoho BooksNot connectedNot connected yet. When it is: Job cards become invoices.Accounting & payments
ZetField access changes
Every level change in ZetField, made here or in Workspace › Users. Undo puts the previous level back.