Team roles, tool permissions and project access

Roles

• Owner — everything, including billing.
• Admin — team, settings, integrations.
• Project manager — builds schedules, texts subs.
• Office — money: estimates, invoices, bills.
• Field — daily logs, punch, photos, time.
• Viewer — can look, can't change.

Tool permissions

Settings → Permissions shows every tool (schedule, daily logs, budget, invoices…) against every role. Set a tool to No access, View only, View & edit, or Full (which includes deleting). Leave it on Default to follow the role.

Profiles for one person

Make a profile like “Field super” or “Bookkeeper” once and assign it to people, or override single tools for one person. Personal settings beat the profile, and the profile beats the role.

Only their projects

Tick “Only assigned projects” for a person and they'll only see jobs they're added to (or manage, or are assigned tasks on). They can ask for access to another job; admins get an email and approve or decline under Permissions → Access requests.

Preview as someone

Admins can click Preview as on any role or person to see the app exactly as they would. Preview is read-only and shows a banner with Exit preview.