Team roles and permissions
Review role defaults, project access, and account-specific changes before assigning a team member.
Invite a team member
In the dashboard’s Settings, open the team controls available to your role. Use the invitation action, confirm the person’s email, choose their role, and send the invitation. The recipient follows the email link to join the account.
If you can’t manage the team, ask an owner or administrator. Don’t share an existing team member’s login.
Role defaults
The table shows default capabilities. Owners and administrators can have role-configuration controls that change these defaults for their account. A capability doesn’t grant access to every project: assignment, ownership, and account boundaries still apply.
| Role | Create estimates | Manage invoices | Send invoices | Process payments | View financials | Manage team |
|---|---|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | Yes | Yes | Yes |
| Manager | Yes | No | Yes | Yes | Yes | No |
| Senior Sales | Yes | No | No | Yes | Yes | No |
| Sales | Yes | No | No | Yes | Yes | No |
| Crew Leader | Yes | No | No | No | No | No |
| Permit Manager | No | No | No | No | No | No |
| Financial | Yes | Yes | Yes | Yes | Yes | No |
| Employee | Yes | No | No | No | No | No |
Check project visibility separately
Sales, Crew Leader, Permit Manager, and Employee roles work within their permitted project scope. Senior Sales has broader project visibility than Sales. A role’s ability to estimate, schedule, or process payments does not override the project’s access rules.
Use the role controls and project assignments in your account to confirm effective access. The workspace guide explains where to find project work.
Change roles with the right access
Role changes require the appropriate team-management permissions and must follow the role hierarchy. An administrator cannot promote another person to Owner or Admin. You cannot change your own role, and an account can have only one owner.
Review role overrides before adding someone to a role. The owner’s full access is fixed, and the product prevents changes that would remove required role-management access from the person making the change.