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Team and Roles

BuildWorkPro uses role-based access control so each teammate sees and does only what their job requires. Every user has exactly one role.

The User Management card in Members & roles settings, listing each teammate with a role badge — Company Admin, Manager, Member, Field Crew, and Viewer

The five roles

Section titled “The five roles”
  • Company Admin – full access to everything, including team management, billing, and all settings. The only role that can hard-delete records, manage billing, and change organization settings.
  • Manager – everything a Member can do, plus delete records, approve pay apps and change orders, manage the product catalog, send documents, and review site logs and time.
  • Member – view all business data and the team roster; create and edit contacts, leads, bids, projects, pay apps, and change orders; export reports; upload documents. Cannot delete, approve, or manage products.
  • Field Crew – for on-site workers. View projects and contacts; create and edit site logs and time entries; view documents. No access to bids, pay apps, change orders, leads, products, reports, billing, or settings.
  • Viewer – read-only access to business data. Cannot create, edit, or delete anything, cannot see the team roster, and cannot export reports.

What each role can do

Section titled “What each role can do”

The matrix below summarizes the capabilities that differ by role.

Capability Company Admin Manager Member Field Crew Viewer
View business data ✓ ✓ ✓ projects + field only ✓
Create / edit contacts, leads, bids, projects ✓ ✓ ✓ — —
Delete records ✓ ✓ — — —
Approve pay apps and change orders ✓ ✓ — — —
Send bids, pay apps, change orders ✓ ✓ — — —
Manage product catalog ✓ ✓ — — —
Site logs and time tracking ✓ ✓ ✓ create + edit view only
Export reports ✓ ✓ ✓ — —
See the team roster ✓ ✓ ✓ — —
Invite and manage users ✓ — — — —
Manage billing ✓ — — — —
Edit organization and workspace settings ✓ — — — —
Restore deleted records ✓ — — — —

Manage your team

Section titled “Manage your team”

Team management lives in Settings -> Members & roles, under Company in the settings menu. Below the roster, a Role Permissions card shows what each role can see and do.

  1. Open team management. Go to Settings -> Members & roles. The User Management card lists every user with their role, email, and username. Search by name or email to find someone.

  2. Edit a user. Click the pencil icon on a user’s row to change their name, email, role, or active status, then click Save Changes.

  3. Reset a password or deactivate. The key icon emails the user a link to choose a new password – their current password keeps working until they use it. The remove icon deactivates the account.

Invite a user

Section titled “Invite a user”

  1. Start an invite. In User Management, click Invite User.

  2. Enter details. In the Invite New User dialog, add the person’s Email, optionally their name, and choose a Role.

  3. Send. Click Send Invitation. The user receives an email link and sets their own password.

Pending invitations appear in a Pending Invitations section, where you can resend or revoke them.

What’s next

Section titled “What’s next”