User Access Controls restrict what users can see and do within Buildxact. For example, you may want your supervisor to have access to areas to do with running the job, like scheduling and purchasing, but not have access to the estimating section.
Which Buildxact plan has User Access Controls?
A basic version is available on the Pro plan, where it includes the Owner, Administrator and Supervisor roles ONLY (see the Access levels/roles section below). Setting these roles is done via the Users screen (see the How to change user access section below).
The full version of user access is available on the Master plan, which contains ALL access levels/features discussed in this article, including the new Manager (Read Only) role.
To see the costs for your region, select below.
Access levels/roles
There are nine predefined roles with different levels of access.
See the table below for a summary of each role, or click the button to download the full breakdown of exactly what each role can do.
Role | What they can do |
Owner | Full access to everything, including user roles, the subscription and billing, accounting and other integrations, and API keys and webhooks. |
Administrator | The same as the Owner, except they can't manage linked accounts. |
Manager | Can do everything needed to estimate and run jobs, including quotes, purchase orders, work orders, variations and invoices. They can't see gross profit, change the subscription, change user roles, change integration settings or use the API. |
Manager (Read Only) | New, Master plan only. Can see what a Manager sees, including estimates, quote letters, job costings, purchase orders, variations, invoices, schedules, customers and contacts, but can't create, edit, send or delete anything. They can export customers, contacts, price lists and catalogues. |
Estimator | Can create and edit estimates, takeoffs, costings, markups, specifications, estimate schedules and RFQs, and manage price lists, recipes and catalogues. They can't open the quote letter, so they can't print or email quotes. In jobs, they can't see job costings, purchase orders, work orders or invoices, and can only view job details and variations. |
Sales | Can manage customers, contacts and leads, and edit estimates, costings and the quote letter, including printing and emailing quotes. They can't create, copy or delete estimates, do takeoffs, or access jobs. |
Supervisor | Focused on running jobs. They can manage schedules, purchase orders, work orders, actual costs, to-dos, selections and material orders, and create and edit variations, but can't send them. They can't access estimates or invoices. |
Accounts | Focused on invoicing. They can create, send and receipt invoices and add payments, view actual costs, purchase orders and work orders, manage leads, and update integration settings. They can view estimates, but not their costings. |
Financial | An add-on role that shows gross profit. Add it to another role, for example Accounts and Financial, to let that user see gross profit. |
Notes:
A user can have more than one role. Their access is the combination of all their roles.
The Financial role is essentially an on/off switch to show or hide gross profit. For example, a user could be Accounts and Financial.
How to change user access
Note: Only the Owner or an Administrator can change a user's roles.
Click Account settings at the bottom of the left-hand menu.
Click Users.
Click the green + button to add a new user, or click an existing user to change their roles.
Enter or check the user's details.
Click the Assign Roles radio button.
Choose the roles the user should have. You can choose more than one.
Need help? Reach out to our support team — we're here to help!