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Roles

Roles are collections of permissions that can be assigned to users. Instead of managing individual permissions for each user, assign roles to quickly grant the appropriate access level.

Built-in Roles​

Readybuild includes pre-configured roles to get you started. The table below shows the default permissions for each role:

RoleDefault Permissions
AdminFull access to all features and settings
DesignDelete estimates, delete project notes, manage sales goals
SalesDelete estimates, delete project notes, manage sales goals
EstimatingManage estimate database, delete estimates, delete project notes
Project ManagerDelete project notes, delete estimates, manage punch lists, delete schedules
MarketingManage marketing resources, delete project notes, delete estimates
AccountingDelete project notes, delete estimates, view all time sheets, manage/view commissions
PurchasingDelete project notes, delete estimates, send PO/quotes, quote admin, confirm regular POs
Human ResourcesDelete project notes, delete estimates, manage users, view all time sheets, delete comments
Information TechnologyDelete project notes, delete estimates, manage users, delete project files
Lead CarpenterDelete project notes, delete estimates, manage punch lists
Department ManagerDelete project notes, delete estimates, manage estimate database, manage sales goals, quote admin, view all time sheets, view all commissions
note

Built-in roles can be customized. An administrator can modify the permissions assigned to any built-in role to better fit your company's needs. The permissions shown above are the defaults—your company's actual role permissions may differ. To see the current permissions for any role, go to Settings > Roles & Permissions and click on the role name.

Built-in roles cannot be deleted or renamed, but you can create additional custom roles with any combination of permissions.

Custom Roles​

Create custom roles when the built-in roles don't match your needs.

Creating a Custom Role​

  1. Go to Settings > Roles & Permissions
  2. Click Add Role
  3. Enter a role name and description
  4. Click Save
  5. Select the permissions for this role
  6. Click Save

Editing a Role's Permissions​

  1. Go to Settings > Roles & Permissions
  2. Click on the role name
  3. Check or uncheck permissions as needed
  4. Click Save

Deleting a Custom Role​

  1. Go to Settings > Roles & Permissions
  2. Click on the role name
  3. Click Delete Role
  4. Confirm the deletion
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Deleting a role removes it from all users who had it assigned. Make sure to reassign users to other roles before deleting.

Assigning Roles to Users​

Single User​

  1. Go to Settings > Team Members
  2. Click on the team member's name
  3. Select the Roles tab
  4. Check the roles you want to assign
  5. Click Save

Multiple Roles​

Users can have multiple roles assigned. When a user has multiple roles:

  • They receive all permissions from all assigned roles
  • Permissions are additive (more roles = more access)
  • There's no concept of "deny" - if any role grants a permission, the user has it

Role Planning Tips​

Start with Built-in Roles​

The built-in roles cover common job functions. Start by assigning these and only create custom roles when needed.

Create Roles for Job Functions​

Name roles after job functions, not individuals:

  • ✅ "Field Supervisor"
  • ❌ "John's Permissions"

Keep Roles Focused​

Create specific roles rather than one "super role":

  • ✅ Separate "Estimating" and "Purchasing" roles
  • ❌ One "Does Everything" role

Document Custom Roles​

When creating custom roles, document:

  • Why the role was created
  • What job function it's for
  • Any special permissions and why they're needed