Manage relationships
Company permissions for authority. Project roles for ownership.
Three layers that stay out of each other's way: what a member can do, what they can open, and what they own.
What you can do
Responsibility without permission chaos
Company roles
Admin, Manager, Standard, and Restricted baselines with granular checks give predictable company-wide control.
Custom workflow roles
Define roles per pipeline like Estimator, Attorney, or Project Manager, and assign a different person per project.
Crews and groups
Organize members into reusable crews for access, assignments, notifications, and operations.
