Workspace

Settings

The five built-in roles are fixed and shown read-only for reference. Create custom roles with their own per-tab read/write access. Each custom role inherits a built-in role as its security floor. The matrix can only tighten access, never widen it past the floor (the database stays the hard boundary).

Custom roles

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Built-in roles (frozen)

owner
TabReadWrite
Overview✓✓
Pipeline✓✓
Customers✓✓
Vendors✓✓
Estimates✓✓
Invoices✓✓
Work Orders✓✓
Schedule✓✓
Map✓✓
Tasks✓✓
Comms✓✓
Time✓✓
Broadcast✓✓
Reports✓✓
Calculations✓✓
Settings✓✓
admin
TabReadWrite
Overview✓✓
Pipeline✓✓
Customers✓✓
Vendors✓✓
Estimates✓✓
Invoices✓✓
Work Orders✓✓
Schedule✓✓
Map✓✓
Tasks✓✓
Comms✓✓
Time✓✓
Broadcast✓✓
Reports✓✓
Calculations✓✓
Settings✓✓
estimator
TabReadWrite
Overview✓✓
Pipeline✓✓
Customers✓✓
Vendors✓✓
Estimates✓✓
Invoices✓✓
Work Orders✓✓
Schedule✓✓
Map✓✓
Tasks✓✓
Comms✓✓
Time✓✓
Broadcast——
Reports✓—
Calculations✓✓
Settings✓—
crew lead
TabReadWrite
Overview✓—
Pipeline✓—
Customers✓—
Vendors✓—
Estimates——
Invoices——
Work Orders✓✓
Schedule✓✓
Map✓✓
Tasks✓✓
Comms✓✓
Time✓✓
Broadcast——
Reports——
Calculations——
Settings✓—
crew member
TabReadWrite
Overview✓—
Pipeline——
Customers✓—
Vendors✓—
Estimates——
Invoices——
Work Orders✓—
Schedule✓—
Map✓—
Tasks✓✓
Comms✓✓
Time✓✓
Broadcast——
Reports——
Calculations——
Settings✓—
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