Access Control
Users, roles, and security policy
Roles & Permissions
8 predefined roles · Owner/Admin can create custom roles
Owner / Administrator
System
Full unrestricted access to every module, setting, and record.
2
assigned users
Permission Matrix
Configure module-level access for this role
System role · clone to customize
| Module | Access Level |
|---|---|
| Jobs / Projects | |
| Customers | |
| Quotes / Bids | |
| Invoices | |
| Inventory | |
| Financial Reports | |
| Team / Crew | |
| Documents | |
| Settings |
Data-Level Access Rules
Enforced at query time — filters rows visible to this role
- All data visible
- Can export all data
- Can modify role permissions