Roles and what each one can do

The five roles

• Owner: full control, including billing. Only an owner can manage the plan, connect Stripe for client payments and delete the company.
• Admin: manages people, settings and every project. Admins invite people, change company settings and client payment settings, see the full history, and delete projects.
• Office: sees and edits every project. Office people create projects, see Reports and the Billing tab, invite clients, ask for approvals, edit scope and templates, and manage Directory companies.
• Field: for superintendents and crews. They see only the projects they're on, and there they can create and update tasks, comment and upload photos and videos.
• Viewer: can look at the projects they're on, but can't change anything.

Good to know

• The Billing tab and Reports are for Office and up. Field and Viewer never see the Billing tab.
• A Field user whose job on a project is Can view can't make changes on that project.
• AI features are for Office and up, on paid plans.
• Buttons you can't use are hidden, not grayed out.
• Clients in the portal and companies in your Directory aren't team members and have no role.

To change someone's role, see Change someone's role or remove them.