What this guide covers
System roles
Every business includes built-in roles such as Owner and Admin with broad access. Owners manage billing, team membership, and business settings. Admins typically manage day-to-day operations.
Custom roles
Businesses can define custom roles with granular permission keys (for example estimates, projects, clients, costing). Each key supports levels such as none, view, edit, and manage, often with own vs all scope.
What affects visibility
| Factor | Effect |
|---|---|
| Permission level | Whether you can view or edit a module at all |
| Own vs all scope | Whether you see only assigned records or the entire business |
| Field-level rules | Some fields hide pricing or costing even when you can view a record |
| Client portal (separate) | Portal users are contacts, not team roles — managed under client contacts |
Getting access changed
Ask an Owner or Admin to adjust your role assignments under Settings → Team (exact navigation may vary by permission).