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

Loading…

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
Demo← All demosReset