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

5Owner
→
4Admin
→
3Manager
→
2Tech
→
1Member
Location Permission Levels
View OnlyL1
View + TransferL2
Full ControlL3
Owner
  • Full system access
  • Billing management
  • User invitations
  • All integrations
Admin
  • User management
  • Billing access
  • Integration config
  • All Manager perms
Manager
  • Create materials
  • Manage suppliers
  • Create jobs/POs
  • Full transfers
Tech
  • View locations
  • Limited transfers
  • Mobile app
  • Barcode scan
Member
  • View only
  • See inventory
  • No editing
  • No transfers

Permissions Matrix

Permission Owner Admin Manager Tech Member
Create Materials ✓ ✓ ✓ ✕ ✕
Transfer Stock ✓ ✓ ✓ Limited ✕
Manage Suppliers ✓ ✓ ✓ ✕ View
Create Jobs ✓ ✓ ✓ ✕ ✕
Billing Access ✓ ✓ ✕ ✕ ✕
Invite Users ✓ ✓ ✕ ✕ ✕
Integrations ✓ ✓ ✕ ✕ ✕
View All Locations ✓ ✓ ✓ Assigned Assigned
Edit Prices ✓ ✓ Config ✕ ✕

Capabilities

Role Hierarchy
5-Tier System Inherited Perms Business-Wide
Location Access
Per-User 3 Levels Granular
Price Permissions
Edit Lock View Lock Role-Based
Settings Access
Page Gates Feature Gates Menu Filter
User Management
Invite Edit Archive MFA
Security
Password Reset MFA Audit Log

Configuration

Role Assignment
Location Permissions
Price Editing
MFA Settings

Connected Systems

FSM User Sync
SSO Providers
Activity Audit
User Roles & Permissions Feature Overview