Role-Based AccessControl & Permissions

Give each team member the right level of access. Protect sensitive data while keeping everyone productive with granular permission controls.

Available on all plans including Free

Secure by Design

Control who sees what

Owner, Manager, Foreman, and more

Change user roles anytime

Project-specific access

Financial data protection

Security Without Complexity

Keep your business data secure while giving your team the access they need to work efficiently.

Granular Permissions

Each role has specific permissions controlling what they can view, edit, or delete at the feature level.

Pre-Built Roles

Start with common roles: Owner, Manager, Foreman, Bookkeeper, Mechanics, Operators, and Labor.

Financial Data Protection

Hide costs, pricing, and profit margins from field workers while showing project details.

Project-Level Access

Assign team members to specific projects. They only see what they're working on.

Easy Management

Change permissions with a few clicks. No complex configuration or IT team required.

Audit Trail

Track who accessed what and when. Complete activity logs for security and compliance.

View vs. edit access for projects and bids

Financial data visibility (hide costs from field workers)

Document upload, download, and delete permissions

User management (who can invite new team members)

Settings access (billing, integrations, company info)

Report generation and export capabilities

Customer data access and editing

Equipment and personnel record management

Approval workflows for timecards and change orders

Snow plow tracking and shift management

Marketing website configuration and publishing (Owner & Manager only)

Start with secure, role-based access control today.