Permission Management

Fine-tune access with granular permissions per user.

Permission Categories:

Jobs & Projects:

• view_jobs, create_jobs, edit_jobs, delete_jobs
• view_own_jobs vs view_all_jobs
• view_job_costs (sensitive)
• approve_quotes, convert_to_project

Workroom & Materials:

• view_workroom, manage_workroom
• view_materials, manage_materials

Library:

• view_inventory, manage_inventory
• view_costs (sensitive)

Financial:

• view_pricing, edit_pricing
• view_profit_margins (sensitive)
• view_markups (sensitive)

Team:

• view_team_performance (sensitive)
• manage_users, manage_roles

KPI Visibility:

• view_primary_kpis
• view_revenue_kpis (sensitive)
• view_email_kpis

Custom Permissions:
Settings → Team → Select user → Customize Permissions

• Check/uncheck individual permissions
• Override role defaults
• Audit log tracks changes

Permission Merging:
Custom permissions ADD to role-based permissions, they don't replace them. Users always retain their role's baseline permissions.