Navigate to the user types section that details different permissions and views depending on role.
Update/remove permissions by clicking on a user and navigating to permissions.
Key points about access control:
Role-based permissions: Users are assigned roles (e.g., project owner, subcontractor, field manager) that determine their capabilities within the platform.
Project-specific access: Permissions can be set at the project level, so team members may have full access to one project but limited or no access to others.
Private subcontractor lists: Your private contact database remains private, and subcontractors are only invited through your branded plan room
Integration with business tools: It connects with platforms like QuickBooks, Sage, and Procore, and Acumatica which have their own permission systems