Permissions
What are permissions?
Section titled “What are permissions?”Permissions control what each person in your workspace can see and do. You organise permissions into groups, then assign each team member to a group. For example, a “Technician” group might be able to view and create quotes but not change pricing or access billing.
Where to find them
Section titled “Where to find them”Go to Manage → Settings → Permission Groups.
Creating a permission group
Section titled “Creating a permission group”-
Go to Manage → Settings → Permission Groups.
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Click Add permission group.
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Enter a name for the group (for example, “Technician” or “Office Admin”).
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Toggle on the permissions this group should have (see the reference table below).
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Click Save.
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Go to Manage → Users to assign the new group to team members.
Permissions reference
Section titled “Permissions reference”The table below lists the main permission categories and what they control. Each category has multiple individual permissions you can turn on or off in the permission group editor.
| Category | What it controls | Who typically needs it |
|---|---|---|
| Quote Requests | Creating, viewing, updating, and deleting quote requests; sending emails; score card and leaderboard access | All staff who work on quotes |
| Quote Options | Creating and editing options within a quote request; approving quote options | Estimators and technicians |
| Clients | Viewing and managing customer records | Front office, technicians |
| Services | Managing the services catalogue and ad-hoc services | Admins, estimators |
| Materials | Managing the materials catalogue, packs, and categories; importing materials | Admins, estimators |
| Equipments | Managing the equipment catalogue, packs, and categories; importing equipment | Admins, estimators |
| Assets | Managing the asset catalogue and categories; importing assets | Admins |
| Take-offs | Creating, updating, approving, and deleting take-off sheets | Estimators, project managers |
| Follow-ups | Creating and managing quote follow-ups | Sales staff |
| Transfers | Viewing and updating transfer records | Admins, integrations users |
| Business Units | Creating and managing business unit (book) settings | Admins |
| Monthly Goals | Viewing and updating monthly revenue goals | Managers, business owners |
| Templates | Managing quote, option, description, and label templates | Admins |
| Notifications | Viewing and managing notification settings | Admins |
| Email Identities | Managing email sending addresses | Admins |
| Terms & Conditions | Managing the terms and conditions text | Admins |
| Integrations | Viewing and managing third-party integrations | Admins |
| Permission Groups | Creating and managing permission groups | Workspace owner only |
| Users | Inviting and managing team members | Admins, workspace owner |
| Teams | Managing teams used for reporting | Admins |
| Billing | Viewing the billing and subscription page | Business owner |
| Business | Viewing and updating business details (brand & contact info) | Admins |
| Cost Details | Viewing cost breakdowns (labour, materials, equipment, assets) on quotes | Managers, estimators |
| Discounts | Creating and managing discount rules | Admins |
| Quote Types | Managing quote type categories | Admins |
Frequently asked questions
Section titled “Frequently asked questions”Can a team member be in more than one permission group?
Yes. A team member can belong to multiple permission groups; their effective access is the combination of permissions enabled across all the groups they are in.
What happens if I delete a permission group?
Users in the deleted group will lose access until they are assigned to another group. Reassign users before deleting the group.
Can I give one person extra permissions without creating a new group?
Yes — assign them to an additional permission group that grants the extra access. A team member’s effective permissions are the combined set across every group they belong to, so you don’t need to edit an existing group or create a custom one for one person.
Things to check
Section titled “Things to check”A team member can’t see a section
Check which permission group they are in and confirm the relevant permission is enabled for that group.
Permission group changes are not taking effect
The team member may need to sign out and back in for permission changes to apply.