How To Set Up Roles & Permissions Section?

This article will walk you through setting up the roles & permissions section.
Written by Buildern Support
Updated 1 year ago

With Roles & Permissions, you can create custom roles, add or remove permissions, and assign custom roles to new and existing users.

By default, we have the following roles but you can add anything you want.

  • General admin
  • Project Manager
  • Office Manager
  • Sales Manager
  • Bookkeeper
  • Architect
  • Engineer
  • Purchasing coordinator

1. To add a new role, click "Add new role" under Roles & permissions, then enter the role title and set up permissions for that new role. 

Please note: General admins have the ability to add, remove other roles and change the permissions of others, while others need to be given those permissions to do so.
Please note: You can quickly find a specific role by using the search bar.

Adding & removing permissions

1. To add or remove permission for a specific role, simply choose the user from team roles and check/uncheck the checkbox of the permissions set.

The permissions are grouped into 3 categories: project management, financial, and sales. Each of them has four levels of permission.

  • View
  • Add
  • Edit
  • Delete

2. Once you have finished customizing permissions for the User, click the “Save changes” button at the bottom of the Roles & permissions page.

If you still have any questions or require additional support, feel free to contact us: Send an email: [email protected], or give us a call at +1 (650) 334-0378. We’re always happy to help you.

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