Roles & permissions
Standard roles, permissions, and custom roles.
Under Settings → Roles & permissions, you control who can do what in the workspace.
Standard roles
| Role | Typical access |
|---|---|
| Owner | Full access including billing |
| Admin | Full access except billing |
| Member | Assigned CRM, project, and task data |
| Installer | Projects, checklists, protocols |
| Subcontractor | Assigned projects (restricted) |
| Viewer | Read-only |
Permission levels
Per module (contacts, projects, tasks, …):
- Read — all, team, or assigned records only
- Edit — create and update
- Full — delete and manage
Open a role
Click a role in the list.
Set permissions
Enable the desired permissions in the catalog.
Save
Changes apply to all members with that role.
Custom roles
Admins can create custom roles — optionally by cloning a standard role.