Team and Roles

BuildWorkPro uses role-based access control to ensure team members see and do only what they should. Each person in your organization is assigned one role.

Roles

• Admin — Full access to everything in your organization. Can manage team members, billing, settings, and all business data. Can hard-delete records.
• Manager — Can create, edit, and delete most records. Has access to all entities regardless of assignment. Can approve pay apps, manage products, and send proposals.
• Member — Can view all business data and create or edit records. Access is limited to entities assigned to them. Can export reports.
• Viewer — Read-only access. Cannot create, edit, or delete anything. Cannot see the team roster or export reports.

Managing your team

1. Go to Settings > Team.
2. You will see a list of all team members with their role and status.
3. Click on a member to change their role or remove them.

Inviting new members

1. Click Invite Member.
2. Enter their email address.
3. Select a role.
4. They receive an email invitation to join your organization.

Permissions

Roles control access across all areas: contacts, bids, projects, pay apps, change orders, field logs, and settings. Admins can access everything. Other roles have progressively limited access. For details on specific permissions, check the role descriptions above.