User Roles & Permissions

Control who can do what, where. Granular access management across your entire organization.

5 Business Roles
3 Permission Levels
Price Access Control
Per-Loc Permissions

Role Hierarchy

5
Owner
Full system access
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|
4
Admin
Manage users & billing
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|
3
Manager
Operations & inventory
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|
2
Tech
Field operations
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1
Member
View only access
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Location Permission Levels
View Only L1
View + Transfer L2
Full Control L3
Role Permissions Overview
Permission Owner Admin Manager Tech Member
Create Materials ✓ ✓ ✓ ✕ ✕
Transfer Stock ✓ ✓ ✓ Limited ✕
Manage Suppliers ✓ ✓ ✓ ✕ View
Create Jobs ✓ ✓ ✓ ✕ ✕
Billing Access ✓ ✓ ✕ ✕ ✕
Invite Users ✓ ✓ ✕ ✕ ✕
Integrations ✓ ✓ ✕ ✕ ✕

Capabilities

Role Hierarchy
5-tier permission system
Owner Admin Manager Tech Member
Location Access
Per-location permissions
View Only View+Transfer Full Control Per-User
Price Permissions
Control cost visibility
Edit Restrictions View Restrictions Lock Types Role-Based
Settings Access
Role-based visibility
Page Access Feature Gates Menu Filtering Action Limits
User Management
Invite and manage team
Invite Edit Archive MFA
Security
Account protection
Password Reset MFA Status Tracking Audit Log

Configuration

Role Assignment
Assign roles to team members
Location Permissions
Per-user location access
Price Editing
Role-based price edit restrictions
MFA Settings
Two-factor authentication config

Connected Systems

FSM User Sync
SSO Providers
Activity Audit