Roles and permissions
What this accomplishes
Section titled “What this accomplishes”Explains company roles and workspace access so you can invite people with the right permissions.
Company roles
Section titled “Company roles”| Role shown in the app | What they can do |
|---|---|
| Admin | Full access to all workspaces and company settings. Can invite/manage users, edit takeoffs, manage Cost Database, and change company information. |
| Member | Access only the workspaces you grant. Per workspace access is Edit or View. Members with Edit can create/edit projects and takeoffs in those workspaces. |
| Admin (View Only) | View all workspaces. Can manage users, roles, and billing-related membership tasks, but cannot edit takeoffs or projects. |
| Guest | View all workspaces. No management permissions and no takeoff/project editing. |
Workspace access for Members
Section titled “Workspace access for Members”When inviting or editing a Member:
- Check the workspaces they should access.
- Set each checked workspace to Edit or View.
- The DEFAULT workspace cannot be unchecked.
Edit vs View
Section titled “Edit vs View”- Edit — create and change projects, files, takeoffs, and estimates in that workspace (subject to subscription status).
- View — open projects and review takeoffs/estimates, but editing is disabled. Takeoff shows: You’re in view-only mode — editing is disabled.
Who can create projects and use Cost Database
Section titled “Who can create projects and use Cost Database”On the dashboard, Create Project, Manage Folders, Bulk Create, and the Cost Database shortcut are shown to Admin and Member users (not Guests or Admin (View Only)).