Can we restrict those users to only be able to access specific information of our choosing? EX: View access only (no create/edit access), estimates only (no invoices).
Create user permissions to restrict and allow users different abilities for example I do not want my estimators or sales people to change any settings but I do want them to create an estimate and covert that to a proposal. lack of user permissions allows anyone to edit presets or delete projects, potentially causing issues for the entire team.
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pat
Nov 2, 2025
•Merged request
•1 vote
User Permissions
Create user permissions to restrict and allow users different abilities for example I do not want my estimators or sales people to change any settings but I do want them to create an estimate and covert that to a proposal. lack of user permissions allows anyone to edit presets or delete projects, potentially causing issues for the entire team.
janela
Sep 18, 2025
Added Miguel Diaz via Intercom.
janela
Sep 18, 2025
Added Michael Radutskiy via Intercom.