Roles & Permissions
Available Roles
Section titled “Available Roles”| Role | Description |
|---|---|
| Admin | Full access to all features, settings, DevTools, and user management |
| Member | Standard access to leads, customers, projects, and estimates |
| Viewer | Read-only access to all data |
Inviting Team Members — coming soon
Section titled “Inviting Team Members — coming soon”Team member invitations are not yet available. Once launched, admins will be able to invite new users from Settings → Invite Team Member, where the invited user receives a link to set their password and join the tenant.