Every built-in role is listed with how many of its forty abilities it holds. Open one, change the boxes, save — that is what the role means at your company from then on, for every person on it, and the platform's own version stays behind yours to reset to. The roles you start from are already the jobs in a post-frame yard — owner, sales manager, reps, a project manager, crew leaders and their crews — because that is the only kind of business we build for. Custom presets let you name and draft a role of your own from the closest built-in one.
Also called: role templates · customise a role · make my own role · change what a role can do
A Project Manager means what your company means by it
Two builders do not agree on what a project manager may do, and most software ships one fixed definition and expects you to work the way it was written. Open the role, change the boxes, and that is what it means here from then on — for every project manager you have, on every screen they open, and in the server checks that read it, like the lock on an off-catalog price. The platform's own version stays behind yours as the fallback.
You switch invoices off for project managers, press save, and on Monday your PM is still reading every invoice in the company.
The owner sets the rules once, the way his business actually runs, and stops fielding 'why can't I see that' calls — the PM gets exactly the job you hired him for. The role you save is the one the app draws from, so the change is real the moment it saves.
A new hire inherits the right access from the role alone
The invite asks for one of the six roles — Admin, Sales Manager, Sales Rep, Project Manager, Crew Leader, Worker — and whatever you have made of that role is what the new person gets. Before roles carried your version, custom access was re-ticked person by person, so every hire was a fresh chance to get one box wrong and not find out for a month.
Your fourth sales rep starts Monday, somebody ticks his boxes from memory, and it's November before anyone notices he can read the commission ledger.
The office onboards a new rep in a minute without opening a single permission box, and the new rep can do exactly his job on day one — no missing screen, no screen he shouldn't have. Access is decided once, on the role, not re-made for each name.
Turn them all off, then switch on the few that role needs
Try itStarting from empty and adding is faster than auditing forty, and the counter tells you where you landed. It also keeps the tight roles honest: a worker holds 4 of 40 — and one of those is the home screen every role gets — and you can see that at a glance instead of trusting the word worker to mean what you think it means.
You set out to tighten the worker role, scroll forty checkboxes looking for what to untick, give up halfway, and the role stays wider than you meant.
The owner builds a lean role in a minute and can see it is lean, which is what lets him hand a login to a new labourer without worrying what he can open. Clearing and adding beats hunting through forty boxes for the ones to remove.
Try it on a copy, and one press back to the defaults
Try itA role you have changed is marked Customized. Reset to default drops your version and puts the original back, behind a confirm that states exactly what it is about to do. Duplicate as custom lifts a role's boxes into a new preset so you can draft on a copy without touching the live one. Permissions are the edit an owner is most nervous about — a guaranteed way back is what makes the screen usable at all.
You tighten the project manager role too far, your PM can't open the schedule, and you have no idea which of the forty boxes you changed.
The owner can experiment without the fear of breaking everybody's access on a Friday afternoon — and a screen he isn't afraid of is a screen he actually keeps up to date. The confirm names the role and the consequence so nobody resets the wrong one.
Name a preset for the role you are shaping
Create custom preset asks for a name — Lead Estimator, Foreman, Warranty Tech — and the built-in role it starts from, then opens it to adjust. It sits under Custom presets beside the six built-ins as a written-down draft of that role. What a person can actually do comes from their built-in role and any exception on their own record — so the estimator who also sends supplier orders gets that one switch on his card, and roles and permissions covers how.
The rep who also prices work is made an admin 'for now' because nothing in between exists, and eighteen months later he still is.
The owner gets to think the role through on paper first, starting from the closest real job instead of a blank grid — and the one person who doesn't fit a role gets a single exception instead of an admin login nobody takes back.
- 1Open a built-in role and see its abilities grouped under five headings, with N of 40 enabled counted for you.
- 2Change the boxes and press Save changes — the app draws every screen from your version for everyone on that role.
- 3Enable all and Disable all set the whole role at once, so a tight role can be built up from nothing.
- 4Reset to default puts the original back, behind a confirm that says what it will do.
- 5Duplicate as custom, or Create custom preset, to draft a named copy without touching the live role.
- 6One person who needs one more thing gets an exception on his own record, not a new role.
Two builders do not agree on what a project manager is allowed to do, and most software ships one fixed definition and expects you to work the way it was written. The alternative — hand-correcting every person into an approximate role — stops working at about eight staff, and every new hire is a fresh chance to get one box wrong and not find out for a month. And a settings screen only earns trust if what it says is what happens: the role you save here is the role the app draws for everyone on it.
- Role definitions were fixed platform-wide and could not match a company's structure.
- Custom access had to be re-applied per person.
- A permission change on the settings screen did not reach the people it was meant for.
Reset a role, or duplicate it
Two escape hatches on every row. Reset drops your version so the role falls back to the platform's own, behind a confirm that says exactly what will happen. Duplicate copies that row's permissions into a new preset named after it.
