Client

6 members

Owner-facing portal access for selections, updates, and approvals.

Administration

Organization-level capabilities are either on or off.

Manage billing

View invoices, change plan, and update payment methods.

Not available to client roles — this is a business-administration capability.

Invite & manage users

Invite teammates, edit roles, and deactivate users.

Not available to client roles — this is a business-administration capability.

Manage roles & permissions

Create roles and change what each role can do.

Not available to client roles — this is a business-administration capability.

Company & organization settings

Edit company profile, financial policy, and integrations.

Not available to client roles — this is a business-administration capability.

Approve financials

Approve invoices, change orders, and pay applications.

Not available to client roles — this is a business-administration capability.

Project access

Higher levels include the ones before.

VViewEAdd/EditDDeleteHigher levels include the ones before.

Projects

Project records, details, and assignments.

Schedule

Tasks, milestones, and dependencies.

Selections

Owner-facing selection items and approvals.

Budget

Budget lines, costs, and projections.

Files & media

Documents, photos, and videos.

Daily logs

Field logs and progress notes.

Financial permissions

Per-role financial capabilities. 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.

Not available to client roles — this is a business-administration capability.

Edit materials presently stored

Adjust the stored-materials value on line items.

Not available to client roles — this is a business-administration capability.

Edit auto-filled line-item descriptions

Override descriptions inBuild fills in automatically.

Not available to client roles — this is a business-administration capability.

Vendors & payments

Create vendors

Add new vendors from invoice and vendor screens.

Not available to client roles — this is a business-administration capability.

See all receipt credit cards

View every company card on receipts (not just your own).

Not available to client roles — this is a business-administration capability.

Send choices to the app

Push selection/option choices out to the client app.

Not available to client roles — this is a business-administration capability.

Manage company bank accounts

Add, edit, and approve changes to the bank accounts the company pays from.

Not available to client roles — this is a business-administration capability.

Budget & visibility

Adjust budgets

Open the budget-adjustment flow from the budget table.

Not available to client roles — this is a business-administration capability.

See items & payments

View item and payment detail (otherwise hidden for some roles).