Roles and permissions
You invite the client and the contractor in. Each sees only what you choose to show.
You give people roles that set their access to stages and documents. You can invite the client and the contractor to a project and decide which files they see.
Who sees and can do what
Role scope and its effect, side by side
Contractor · 3/6Owner
Designer
Consultant
Contractor
Client
Link guest
Project view
Adding files
Cost and margin
Task statuses
Docs and contracts
Team chat
The owner and designer see everything. Other roles get only what their work needs. What each of them sees, you can check on the right.
Preview asSee what a role sees
You · owner
You · owner
Kyle Ellis · contractor
Sofa MilanoHampstead flat 78 m²
Cost price€700
Client price€850
Margin€150 (18%)
As the owner you see the full breakdown: cost price, client price and margin.
Access changedKyle Ellis can no longer see cost prices or margin.
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