Skip to content
  • There are no suggestions because the search field is empty.

What are the different team roles in Beam, and what permissions come with each role?

In Beam, teammates can be assigned different roles that grant them different permissions in your account. See the table below for reference:

Role Owner Bookkeeper Project Manager Estimator Field Crew

Adjust Settings and  Add Bank Accounts

       
Invite Teammates        
Adjust Accounting Codes / Cost Types      
Pay Bills      
Manage Beam Balance      
Manage Beam Cards      
Manage All Expenses      
Manage Subcontracts    
Approve Bills    
View Project Finances  
Create/Update Clients  & Vendors   
Manage Tasks/Schedules  
View Clients & Vendors  
Create/Update/View Estimates  
Create/Update Projects  
View Projects
Categorize Your Own Expenses