Permission Reference
Required Permission
Add/Edit Users - You must have the Add/Edit Users permission to access this setting.
This page lists all permissions available in Readybuild, organized by category.
CRM Permissions
| Permission | Description |
|---|---|
| Configure Project Boards | Customize board layouts, columns, and card displays for project views |
| Delete All Comments | Remove any comment from projects, regardless of who created it |
| Delete Contacts | Permanently delete contact records from the system |
| Manage Additional Contacts | Add, edit, and remove additional contacts associated with projects |
| Manage Marketing Campaigns, Sources, and Lead Targets | Configure marketing campaigns, lead sources, and target tracking |
| Manage Sales Goals | Set up and modify sales goals for individuals and teams |
| Manage Vendors | Add, edit, and remove vendor records in the system |
Contract Permissions
| Permission | Description |
|---|---|
| Right of Rescission | Access to right of rescission functionality for contract management |
Projects Permissions
| Permission | Description |
|---|---|
| Delete Projects | Permanently remove project records from the system |
| Delete Project Files | Remove files and documents attached to projects |
| Delete Project Notes | Remove notes and comments from project records |
| Delete Schedules | Remove scheduled activities and calendar items from projects |
| Manage Forms | Create, edit, and configure custom forms |
| Manage Project Templates | Create and modify templates used for new projects |
| Manage Punch Lists | Create, edit, and manage punch list items on projects |
| Modify Projects After Won | Change a project's sales stage after it has been marked as Won, and edit Actual Close Date and Actual Finish Date on the project. Without this permission, the stage dropdown is disabled, board drag-and-drop from the Won column is blocked, and those two dates display as read-only. |
| Non Sale | Mark projects as non-sale opportunities |
| Project Verified | Mark projects as verified for quality assurance |
| View Project Costs | Access detailed cost information on projects |
Estimates Permissions
| Permission | Description |
|---|---|
| Manage Estimate Database | Add, edit, and organize items in the estimating database |
| Delete Estimates | Permanently remove estimate records |
| Unlock Estimates | Unlock locked estimates for editing |
| Unlock Contracts | Unlock locked contracts for modifications |
Time Tracking Permissions
| Permission | Description |
|---|---|
| View All Time Sheets | Access time sheet records for all employees |
| Modify Own Time Clock Entries | Edit personal time clock punch-in and punch-out records |
| Time Clock Access | Use the time clock feature to clock in and out |
| Timesheet Access | Access and submit personal timesheets |
Company Setup Permissions
| Permission | Description |
|---|---|
| Earned Revenue Setup | Configure earned revenue recognition settings |
| Invite and Manage Team Members | Add new users and manage existing team member accounts |
| Manage Drop Downs | Configure dropdown menu options throughout the system |
| Manage Company Settings | Access and modify company-wide configuration settings |
| Manage Fields | Create and configure custom fields for projects, contacts, and other records |
| Manage Manufacturers | Add, edit, delete, and import manufacturers |
| Manage Municipalities | Add and edit municipality records for permit tracking |
| Manage Selections Catalog | Maintain the catalog of selection items for projects |
| Manage Workflows | Create and configure automated workflow rules |
Accounting Permissions
| Permission | Description |
|---|---|
| Manage Commissions | Configure commission structures and calculations |
| View All Commissions | Access commission reports for all sales personnel |
| Manage PO | Full management of purchase order settings and configurations |
| Manage Labor Rates | Set and modify labor rate configurations |
| Quote Admin | Administrative access to vendor quote management |
| Send PO or Quote | Send purchase orders or quote requests to vendors |
| Confirm Regular POs | Approve and confirm standard purchase orders |
| Pay Vendor | Process vendor payments |
| QuickBooks Link/Unlink | Link and unlink records with QuickBooks Online and Desktop |
Client Portal Permissions
| Permission | Description |
|---|---|
| Generate Client Logins | Create login credentials for customers to access the client portal |
| Login as Client | Access the client portal as a specific customer for support purposes |
Purchasing Permissions
| Permission | Description |
|---|---|
| Create Purchase Orders | Create new purchase orders for projects |
Related
- Roles - How to assign permissions through roles
- Team Members - Managing user accounts