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Admin & Settings

Configure and customize Readybuild for your business.

Admin Access​

Admin settings are only available to users with specific permissions. Each setting area requires a particular permission to access. Contact your system administrator if you need access to a setting you can't see.

Settings Categories​

My Company​

Configure your company profile, team, and organizational settings:

Calendar​

Configure activity and scheduling settings:

Project Boards​

Configure pipeline stages for your boards (Requires: Company Setup):

Projects​

Configure project templates and defaults:

Integrations​

Connect Readybuild to other services (Requires: Company Setup):

Form Fields​

Create custom fields for contacts, projects, and other records. (Requires: Custom Fields)

Estimating Database​

Manage your estimating components and assemblies (Requires: Estimate Database):

Marketing​

Configure marketing and lead tracking (Requires: Marketing):

Selection Catalog​

Manage selections for client choices (Requires: Manage Catalog):

Additional Settings​

  • Change Log - System activity audit trail (Requires: Company Setup)
  • Manufacturers - Product manufacturers (Requires: Company Setup)
  • Equipment - Company equipment tracking (Requires: Company Setup)
  • Earned Revenue Setup - Revenue recognition (Requires: Earned Revenue Setup)
  • Marketing Outcomes - Lead outcomes (Requires: Company Setup)
  • Municipalities - Local jurisdictions (Requires: Manage Municipalities)
  • Counties - Geographic organization (Requires: Company Setup)

Permissions Reference​

Quick reference for which permission is required to access each setting area:

SettingRequired Permission
My Company
ProfileCompany Setup
Team MembersAdd/Edit Users
Roles & PermissionsAdd/Edit Users
DepartmentsAdd/Edit Users
DivisionsCompany Setup
Labor RatesManage Labor Rates
Pay TypesCompany Setup
Project TypesCompany Setup
Financing OptionsCompany Setup
Cost CodesCompany Setup
Variance CodesCompany Setup
WorkflowWorkflow
Company MessagesCompany Setup
Year BudgetAdd/Edit Users
Calendar
Activity TypesCompany Setup
Activity CategoriesCompany Setup
Activity StatusCompany Setup
Meeting TypesCompany Setup
Email TemplatesMarketing
Activity TemplatesCompany Setup
Checklist TemplatesCompany Setup
HolidaysCompany Setup
Project Boards
Sale StagesCompany Setup
Design StagesCompany Setup
Production StagesCompany Setup
Projects
Contract TemplatesCompany Setup
Document TemplatesAdd/Edit Templates
Document Template CategoriesAdd/Edit Templates
Schedule TemplatesAdd/Edit Templates
Form BuilderManage Forms
Default FoldersModify Default Folders
PresetsCompany Setup
Portal ContentCompany Setup
Daily Log ConfigurationCompany Setup
IntegrationsCompany Setup
Form FieldsCustom Fields
Estimating DatabaseEstimate Database
MarketingMarketing
Selection CatalogManage Catalog
Additional Settings
Change LogCompany Setup
ManufacturersCompany Setup
EquipmentCompany Setup
Earned Revenue SetupEarned Revenue Setup
Marketing OutcomesCompany Setup
MunicipalitiesManage Municipalities
CountiesCompany Setup