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      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 Sales-person 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 Expense ✅ ✅        
      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 ✅ ✅ ✅ ✅ ✅ ✅