Roles & permissions

Set what someone can see on a project

Give a person a role — or feature-by-feature access — on a specific job.

Project access is set from the project itself, and applies only to that job.

  1. 1Open the project, then open the menu and select Project Access.
  2. 2The project's member list appears — tap the member.
  3. 3Choose a role: Full Access, Manager, Crew, or Custom.
  4. 4Save. They now see only what you granted — on this project.
Open the menu → Project Access
Open the menu → Project Access
Tap a member
Tap a member
Choose a role
Choose a role
You control each project feature here — expenses, payments, change orders, tasks, photos, files — plus who can see the project summary. See Roles & permissions for the full breakdown.
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