Roles explained

Roles control what a teammate can see and do inside your organization. They only come into play once you have more than one person in your organization, which is a Gold plan capability. On Silver, your organization is a single user, so there's no one to assign a role to and nothing to invite.

If you're on Gold, an admin assigns a role to each person they invite. There are three: Admin, Power User, and User.

Admin

Full access - create work and approve change orders.

• Full access to all organization data
• Create and manage projects, deals, and properties
• Approve change orders and manage budgets
• Invite and manage team members

Power User

Create work and submit changes for approval.

• Create and manage projects, deals, and properties
• Submit change orders for approval
• View all organization data

User

View-only access to all organization data.

• View all organization data (deals, properties, projects)
• Access reports and analytics
• Read-only access to budgets and timelines

Note

Only Admins can invite new team members or change an existing member's access.

If you've been invited

If someone added you to their organization, see Accept a team invitation for how to open the invitation and create your account. The invitation shows you which of these three roles you've been given before you accept.