Roles & permissions
The three roles
| Admin | Manager | Worker | |
|---|---|---|---|
| Build quotes | ✓ | view only | — |
| Run invoices and jobs | ✓ | ✓ | view assigned |
| See pricing & revenue | ✓ | — | — |
| Payments dashboard | ✓ | — | — |
| Analytics | ✓ | ✓ (no $) | — |
| Team | ✓ | view roster | — |
| Billing & settings | ✓ | personal only | personal only |
| Integrations | ✓ | — | — |
Quotes are admin-only to build. Creating or editing a quote, its line items, and its fees all require an admin. Managers can open a quote and read it, with pricing stripped out.
Admin
The full run of the shop. Admins create and manage everything, see all the money, handle billing and settings, set up integrations, and add or remove team members.
Manager
A manager sees the same screens as an admin minus the money, no pricing, no revenue. They oversee work and read analytics without financial figures, but they don’t manage the team, billing, or integrations. Good for a floor supervisor you trust with operations but not the books.
The manager role is a Professional-plan feature. See Plans & limits.
Worker
A worker is built for the floor. They sign in and see only the jobs assigned to them, with one-tap stage advancement. No pricing, no analytics, no settings, no other people’s work. They’re quick to add and need no email. Like everyone on your team, workers count toward your plan’s member limit, see Plans & limits. See also Advancing stages & the worker view.