Built-in role. Its name, permissions, and existence are fixed — duplicate it to make your own.
Owner-facing portal access for selections, updates, and approvals.
Client sideOutside your company
The homeowner and whoever they bring. One project, and price — never cost.
13 configurable·20 fixed
Built-in roles cannot be edited or deleted. Duplicate it to make your own.
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. Clients reminders