Make a role of your ownNew
Name the jobs your people actually do — scaffolder, labourer, estimator — and say once what each of them can see.
Written 23 October 2026
TaskMyJob comes with five roles, and most businesses need more than that. A role of your own is a name plus two answers: what those people can see, and whether they go out on jobs. Set it up once and every person you put on it gets the same access, instead of you ticking the same boxes for the seventh time and hoping you got it right.
Step by step
- 1
Go to Settings, then Team.
- 2
Press Add a role.
- 3
Name it after the job, not the access.
“Scaffolder”, “Labourer”, “Estimator”. Whoever reads your team list in two years should know what the person does.
- 4
Tick what they can see.
The same list you get when setting one person up.
- 5
Say whether they go out on jobs.
This is the one that matters most — it is what puts somebody in the diary and makes them bookable.
- 6
Put people on it from their row on the Team page.
Change the role later and everybody on it changes with it.
Worth knowing
A role of your own sits on top of the built-in one — it does not replace it
Every person still has one of the five: Business Owner, Manager, Office Staff, Engineer or Accountant. That is what decides whether the diary can book them, whether they show in the engineer picker, and who the team report counts — so your own role sets what they SEE, and the built-in one keeps answering the questions that are about how the app works. Picking a sensible built-in role and then naming it yourself gives you both.
You can already rename Engineer for the whole business
If every one of your field staff is a scaffolder, you do not need a new role at all — Settings lets you rename Engineer once and it changes everywhere in the app. Roles of your own are for when you need SEVERAL different ones.
One person's own ticks still win
If you have set somebody up individually, that stays. A role is the general answer; what you set for one person is the specific one, and specific wins.
Settings is not something a role can grant
Settings is your subscription, your bank details, your staff list and this page. Anybody with it could give themselves anything and remove you, so it is kept to Manager and Business Owner — chosen on purpose from a short list rather than picked up by ticking a box on a role called Supervisor.
Switching a role off does not lock anybody out
Roles are switched off rather than deleted, and anybody on one that is off goes back to their built-in role's normal access. Nobody is left with nothing, and nothing changes silently.
Renaming a role keeps everybody on it
The people are attached to the role itself, not to its name, so you can rename it whenever the job title changes and nobody moves.