You are able to finely adjust employee permissions within Builder Prime. Access level is controlled first and foremost by the User Role assigned on the Employee Record.
Head to Admin > Employees to get started.
Select the appropriate User Role to set the employee's access permissions.
By default, Builder Prime comes out of the box with five user roles: Owner, Business Manager, Field Employee, Project Manager, and Sales Person. These roles have different levels of access to Client information, Project information, Work Orders, Contracts, and nearly every aspect of the platform. You're able to further customize access by creating additional user roles or editing the existing permissions for these pre-defined roles from Admin > Roles.
User Roles control access to every aspect of the platform. They are based on one of the two User Types (Office/Sales or Field User). These user types are pre-defined as below:
- Office/Sales Users: Have access to the entire platform. These users can generate and track sales leads, create and manage projects, utilize a sales calendar, manage the production calendar, and have access to various reporting tools. Access can be finely tuned according to permissions, which we will go into further detail in this article.
- Field Users: Can utilize the Builder Prime app for clocking in and clocking out of work and track hours against projects to which they are assigned. These users can manage their time cards, and update Project Logs and Photos. Field Users will not have access to the CRM side of the platform.
For each User Role, you can define levels of access according to several categories of the platform, including Clients, Projects, Work Orders, Contracts, Bid Requests and subcontractor Purchase Orders, Invoices, Meetings, To-Do Tasks, Inventory, Employee Records, Time Cards, Integrations, and even access to control permissions themselves! For a deep dive into roles and permissions, you can view our in-depth explanation of How to Manage Roles and Permissions.
The Owner Role is considered a "Super Admin" level of access, with full access to every part of the platform. This is the Role appropriate for the owner of the account, which will include billing details. After that, there are other roles out of the box that will allow for high levels of access, and you can turn off, or limit, what actions any user can take within Builder Prime.
Customizable Roles and Permissions are available starting with the Essentials plan. If you're interested in upgrading your current subscription, click HERE to learn how to upgrade your account.