Consultant side Outside your company
Architects, engineers, inspectors and lenders. The drawing set, not the ledger.
12 configurable· 21 fixed
Built-in roles cannot be edited or deleted. Duplicate it to make your own.
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 Their projects Ceiling View
Schedule
Tasks, milestones, and dependencies.
Scope Their projects Ceiling View
Selections
Owner-facing selection items and approvals.
Scope Their projects Ceiling Add / edit
Budget
Budget lines, costs, and projections.
Scope Their project · price only Ceiling View · price only
Files & media
Documents, photos, and videos.
Scope Their projects Ceiling Add / edit
Daily logs
Field logs and progress notes.
Scope Their projects Ceiling View
Conversations & activity
Conversation posts, replies, and the project activity feed.
Scope Their projects Ceiling Add / edit
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 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.
Phone app Use the phone app
Sign in to the BuilderPad phone app at all. Off means web only.
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.
Fixed for consultant roles — 21 permissions all 5 administration · 15 financial · 1 project. These cannot be switched on by anyone — not an administrator, not support. 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. Outside consultants reminders