Team roles & permissions

Give every person the access they need, and nothing more

Invite your team, give each person a role, and decide what each role can see and do, from creating jobs and seeing prices to sending invoices and approving timesheets.

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Free forever plan · No credit card required

Permissions table with rows such as Create Jobs, Edit Quotes, View Jobs and Update Status and columns for Manager, Sales, Production and Viewer

The problem

Everyone sees everything, or nobody can do anything

Shared logins and all-or-nothing access mean either the crew sees your margins, or the office is waiting on the owner for every change.

Shared logins

Nobody knows who changed what.

Prices in the wrong hands

The shop floor sees costs and margins it doesn't need.

Owner bottleneck

Every quote and setting waits for one person.

How it works

Roles that match your team

A permission for each part of the job

Roles come ready to use: Manager, Sales, Production and Viewer, with the Owner always having full access. Tick what each role can do.

Create Jobs, Edit Quotes, View Jobs and Update Status
Download PDF and See Prices on Documents
Send Invoices, Manage Materials and Edit Settings
Manage Team, View History, View Analytics and View Purchase Orders
Edit Job Planner, and team timesheet permissions

Permission matrix with checkboxes per role — The permission table. Sample data.

Invite and manage your team

Add a team member with their email, name and role. They get an email to sign in. Change someone's role, disable them or remove them at any time.

Each person has their own login
History shows who did what
Rename roles to match your business

Team and access settings with an add team member form and the list of team members — Team & access in Settings.

What changes

Control without the bottleneck

Protect your margins

Hide prices from the people who don't need them.

Let people work

Sales can quote and production can update status, without asking.

Accountability

Everyone has their own login, and history shows who changed what.

Right-sized access

A viewer role for people who only need to look.

Grows with you

Up to 5 users on Essentials, 10 on Growth and 20 on Premium.

Custom roles

On Premium, create your own roles with their own permissions.

Example

Setting up a five-person shop

An owner sets up access for a small team.

Owner. Full access to everything, always.
Manager. Everything except Edit Settings, plus approving team timesheets.
Sales. Creates jobs, edits quotes and sends invoices; no settings.
Production. Views jobs, updates status, downloads work orders without prices.
Viewer. A bookkeeper who can view jobs and history.

FAQ