This article relates to the permissions that you can set for your company users. (Program permissions are discussed in a different article.)
Only Admins can add users, and set or edit permissions.
Go To: Settings > Your Companies > Users
Below is a chart of the available roles and permissions.
Permission | Admin | Super User | Standard User | Guest |
Update credit card |
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Change billing plan |
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Manage company users & permissions |
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Manage company contact info |
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Manage company cost templates* |
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Manage company financing templates |
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Transfer a job between companies |
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Manage company job templates |
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Assign any job to other users |
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View/edit/export all company jobs |
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Assign new jobs to other users in the company |
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Delete jobs of other users in the company* |
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Create new jobs |
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Edit/export/delete* their own jobs |
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View their own jobs |
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Add comments & files to job activity feed |
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Work on job tickets |
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These permissions can be set when you first invite a user to your company account, see Adding Users to Company account.
For example, if you give a user the title of Admin, it will give all of the permissions in the Admin column.
You may edit your user permissions by going to settings / your companies / open company profile / users.
