There are currently 5 different user types within a company account: owner, bookkeeper, project manager, estimator, and field crew. Below we'll break down what the permissions are within each user type.
Owner
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Full access to all features and settings
Bookkeeper
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Full access except for changing account settings
Project Manager
- Can send estimates and create clients
- Can view all financial data (budget, prime contract, invoices, bills, expenses)
- Cannot complete financial actions
- Can approve bills if bill approval workflow is enabled
Estimator
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Same as project manager, but cannot be included in bill approval workflows
Field Crew
- Can view assigned projects
- Can view internal updates and tasks
- Can only complete tasks assigned to them