Every person on your team has a role. Roles are enforced on the server, not just hidden in the interface.
Built-in roles
- Owner: everything, including billing, costs and margins.
- Admin: everything except billing.
- Office: clients, schedule, estimates, invoices, inbox and reports. No settings or billing.
- Sales: leads, clients and estimates. No invoices.
- Tech: their own schedule and assigned jobs, client contact details, checklists and photos. No costs or margins.
- Subcontractor: assigned jobs only, with no prices and limited client details.
- Read-only: dashboards and reports.
Custom roles
Business and Enterprise plans can build custom roles from a read and write matrix per module.
Invite your team
- 1Open Settings, then Team.
- 2Enter an email and pick a role.
- 3The invite counts against your plan's included users once it is accepted. Extra users are billed at your plan's per-user price.