Roles and permissions
Owner, estimator, office and crew, plus subcontractor and read-only accountant roles on Business.
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| Role | Can | Cannot |
|---|---|---|
| Owner | Everything, including approving prices, proposals and refunds, and inviting people | — |
| Estimator | Approve prices and proposals, price change orders, approve refunds | Change billing or roles |
| Office | Send proposals, record payments with evidence, answer replies and book visits | See margins or job costs |
| Reply handler | Answer replies and book visits | See prices or margins |
| Crew | Their own jobs, checklists, photos and the timer in the crew app | See prices, invoices, other jobs; be located |
| Crew lead with Collect payments | Also the amount due at the handover | Anything else about money |
| Subcontractor (Business) | Their days, their scope, the address, the job chat | See your prices |
| Accountant (Business) | Read every invoice, payment and reverse-charge note | Change anything |
The workspace owner is responsible for who is invited and for the roles they get. Every role change is in the audit trail.
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