User Permission types

You are able to allocate different user permissions for your workers to have access to different aspects of the company. 

You can select more than one permission, e.g. Can be Foreman + Can Estimate - this would allow the user to manage timesheets, view positions reports for selected Projects, also update, create and manage estimates and tasks for all projects. 

Below is an outline of the different types of users. 

General 

• Can be a company administrator 

This allows the user to manage all aspects of the company including subscriptions and company details. 

• • Allows full access to the Builda Price account 

• Can be a company manager 

This allows the user to view and manage all users, reports, timesheets and bills. 

• • Excludes estimates unless selected 
  • Not all settings are available

• Can view everything 

This allows the user to view reports, timesheets and bills. 

• • Can view financials on Position report 
  • Can only view My Profile in settings 

Foreman

• Can be Foreman 

This allows the user to manage all timesheets for selected projects 

• • Can approve timesheets 
  • Can view Position report for selected Projects only (No financials, man hours only)
  • Excludes Estimates unless selected
  • Not able to view bills 

Timesheets 

• Can timesheet 

This allows the user to view and create timesheets for selected workers 

• • No access to Projects, tasks, estimates, scheduling, allocations or reports. 

Estimates

• Can Estimate 

This allows the user to view and create Estimates for all Projects 

• • This user permission can be pared with other permissions to allow the user to create and view Estimates

• Can manage Estimate settings 

This allows the user to manage Estimate settings, such as Own Take-off Templates and Material Rates

• • Can create and update Own Take-off Templates 
  • Maintain the Material Rate section and import Price Books