Control who can see and do what
Set per-screen permissions for each role or person.
Every screen (Budget, Bills from subs, Compliance, Equipment, etc.) has view/create/edit/delete permissions. Roles come with defaults; overrides let you adjust an individual.
A FEW ROWS ARE NOT SCREENS. "Job Margin & Markup" is split out of Budget so a project manager can run a budget without seeing what you make on the job. "Mark work ready for inspection" is split out of Inspections for the mirror-image reason: running inspections is office work, and saying the work is finished is a report from the site - the field supervisors, workers and subs who can honestly make it cannot open the Inspections tab at all. Both are on by default for everyone who had them.
THESE ARE ENFORCED BY THE SERVER, not just by hiding buttons. Every money screen - budgets, bills from subs, billing the client, change orders, subcontracts, pay apps and materials - checks your role before it writes anything. Until September 2026 the buttons were hidden but the change still went through if you reached it another way, so what role preview shows you is now genuinely what that person can do.
ROLE PREVIEW SHOWS WHAT THEY SEE. "See the app as somebody else" sits at the top of this Permissions tab - pick a role or a teammate and the whole app switches to what they can see, with an orange banner across the top and a way back out. It used to sit in the top bar of every page; it moved here, beside the grid it demonstrates. Until September 2026 the preview kept your own Master Calendar and Master Money links in the sidebar, which made it look as though a Field Supervisor could see company-wide money - they never could, but the preview said otherwise.
Field Supervisor sees no budgets, invoices, payments or reports by default - only the field side of a job. If you want a supervisor to see job costs, grant it per person under Team & Users.
COSTS AND MARGIN ARE SEPARATE. "Budget" lets someone see and run the job's costs. "Job Margin & Markup" is what you make on it - the markup rate, the contract value and the projected profit. Project Manager and Office Staff get the budget but not the margin by default; Admin and Manager get both. Tick Job Margin for anyone you want to see it.
The Company Settings, Team & Users and Billing switches control the matching tabs on this Settings screen. Before September 2026 they were ignored - Settings worked off the role name alone - so changing them appeared to do nothing.
- 1Open Settings and go to Team & Users.
- 2Open a member and adjust their access per screen.
- 3Field roles are scoped to only the projects they're assigned to.