Builder side Your team
People on your payroll. The only side that can hold company administration, company money, or every project at once.
33 configurable· 0 fixed
Built-in roles cannot be edited or deleted. Duplicate it to make your own.
Administration Running the company. On or off.
Manage billing
View invoices, change plan, and update payment methods.
Invite & manage users
Invite teammates, edit roles, and deactivate users.
Manage roles & permissions
Create roles and change what each role can do.
Company & organization settings
Edit company profile, financial policy, and integrations.
Approve financials
Approve invoices, change orders, and pay applications.
Project access Scope is which records a permission reaches. Ceiling is how far it can be turned up for this side.
V ViewE Add/EditD DeleteHigher levels include the ones before.
Projects
Project records, details, and assignments.
Scope All projects
Schedule
Tasks, milestones, and dependencies.
Scope All projects
Selections
Owner-facing selection items and approvals.
Scope All projects
Budget
Budget lines, costs, and projections.
Scope All projects
Files & media
Documents, photos, and videos.
Scope All projects
Daily logs
Field logs and progress notes.
Scope All projects
Conversations & activity
Conversation posts, replies, and the project activity feed.
Scope All projects
Conversations & activity reach See all project posts
See every post in reachable projects; off means only posts they created.
File cabinet administration View file cabinet
Open the file cabinet at all. Off means no folder they were granted is reachable.
Create folders
Add new folders to the file cabinet. Off means they work inside the folders that exist.
Manage default folders
Change the folders every new project starts with. Off means they see the result, not the template.
Manage folder access
Change which roles and people can open each folder. Off means they work inside the access they were given.
Financial Your company's money. Account-wide rules and automation live in Approvals & limits.
Line-item editing Edit line-item quantity & cost
Change quantities and costs on invoice line items.
Edit materials presently stored
Adjust the stored-materials value on line items.
Edit auto-filled line-item descriptions
Override descriptions inBuild fills in automatically.
Set custom retainage on a line
Override the project retainage percentage on an individual invoice line.
Set custom tax on a line
Enter or change the tax value on an individual invoice line.
Vendors & payments Create vendors
Add new vendors from invoice and vendor screens.
See all receipt credit cards
View every company card on receipts (not just your own).
Send choices to the app
Push selection/option choices out to the client app.
Manage company bank accounts Add, edit, and approve changes to the bank accounts the company pays from.
Invoice approval Bill more than the scheduled value
Submit or approve a line that bills past its scheduled value (overbilling).
Approve an invoice whose lines don't match the total
Approve an invoice where the line items do not reconcile to the invoice total.
Set or edit an invoice due date
Change the due date read off an invoice, which drives AP aging and payment timing.
Phone app Use the phone app
Sign in to the BuilderPad phone app at all. Off means web only.
See money screens in the phone app
Show budget, invoice, and payment screens on the phone. Off leaves site staff the schedule and daily logs only.
Budget & visibility Adjust budgets
Open the Budget Modifications flow from the budget table.
See items & payments
View item and payment detail (otherwise hidden for some roles).
Schedule phase dates
Show planned start and end dates for schedule phases.
Schedule item dates
Show planned start and end dates for individual schedule items.
Project contacts
Show the people and contact details connected to a project.
Nothing is fixed for your own team — a builder role can be given any of the 33 permissions above.
Only “Manage company bank accounts” is enforced in the app today. Every other permission here is recorded, and the pages it covers stay reachable until access control ships.
Reminders for this audience are set in messaging settings. Your team reminders