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

Overview of Owner, Bookkeeper, Project Manager, Estimator, and Field Crew permissions.

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 ✅ ✅ ✅ ✅ ✅