Total Roles
8
Active
7
Custom Roles
2
Permission Keys
133
| Role | Description | Type | Permissions | Users | Status | Updated | |
|---|---|---|---|---|---|---|---|
Accountant | Invoices, QuickBooks sync, payroll and financial reporting. | System | 29 / 133 | 2 | Active | Jan 12, 2026 | |
Administrator | Unrestricted access to every module, including IAM and payroll. | System | 133 / 133 | 2 | Active | Jan 12, 2026 | |
Client Portal User | External client access — portal documents, invoices and approvals only. | Custom | 6 / 133 | 1 | Active | Jan 12, 2026 | |
Dispatcher | Owns the dispatch board, crew assignment and schedule execution. | System | 23 / 133 | 1 | Active | Jan 12, 2026 | |
Estimator | Builds estimates, pricing tables and proposals; reads CRM and contracts. | System | 35 / 133 | 3 | Active | Jan 12, 2026 | |
Field Foreman | Field crew lead — schedule, dispatch, tasks, media and daily posts. | System | 19 / 133 | 2 | Active | Jan 12, 2026 | |
Project Manager | Runs projects, schedule, dispatch and change orders end to end. | System | 70 / 133 | 2 | Active | Jan 12, 2026 | |
Read Only | Company-wide read access with no write, export or approval rights. | Custom | 30 / 133 | 1 | Inactive | Jan 12, 2026 |