Roles

Required Permission

Add/Edit Users - You must have the Add/Edit Users permission to access this setting.

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:

Role	Default Permissions
Admin	Full access to all features and settings
Design	Delete estimates, delete project notes, manage sales goals
Sales	Delete estimates, delete project notes, manage sales goals
Estimating	Manage estimate database, delete estimates, delete project notes
Project Manager	Delete project notes, delete estimates, manage punch lists, delete schedules
Marketing	Manage marketing resources, delete project notes, delete estimates
Accounting	Delete project notes, delete estimates, view all time sheets, manage/view commissions
Purchasing	Delete project notes, delete estimates, send PO/quotes, quote admin, confirm regular POs
Human Resources	Delete project notes, delete estimates, manage users, view all time sheets, delete comments
Information Technology	Delete project notes, delete estimates, manage users, delete project files
Lead Carpenter	Delete project notes, delete estimates, manage punch lists
Department Manager	Delete 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 > Company > Roles & Permissions and click the arrow beside the role (see Viewing a Role's Permissions).

Built-in roles cannot be deleted, but you can rename them and change their permissions. You can also 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 > Company > Roles & Permissions
2. Click Add Role
3. Enter a role name
4. Click Add Role
5. Select the permissions for this role
6. Click Save

Renaming a Role

Any role can be renamed, including the built-in ones.

1. Go to Settings > Company > Roles & Permissions
2. Click the ⋮ menu at the right of the role
3. Click Edit Role
4. Enter the new role name
5. Click Save

Viewing a Role's Permissions

Check what a role grants without opening the edit panel:

1. Go to Settings > Company > Roles & Permissions
2. Click the arrow at the left of the role

The row expands to a read-only list of the permissions the role grants, grouped under the same headings as the edit panel. You can expand several roles at once to compare them. Click the arrow again to collapse the row.

The same arrow appears beside each role on a team member's Roles tab. See Assigning Roles to Users.

Editing a Role's Permissions

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

Deleting a Custom Role

Built-in roles can't be deleted—the Delete Role option is disabled for them.

1. Go to Settings > Company > Roles & Permissions
2. Click the ⋮ menu at the right of the role
3. Click Delete Role
4. Confirm the deletion

warning

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 > Company > Team Members
2. Click on the team member's name
3. Select the Roles tab
4. Check the roles you want to assign, or uncheck roles to remove them. Each change saves immediately.

Click Assign All or Revoke All to change every role at once. Click the arrow beside a role to see its permissions before assigning it; expanding a role never changes the assignment.

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

Related

• Permission Reference - Complete list of all available permissions
• Team Members - Managing user accounts