Audience: Builder

Read time: 3 min

Article contents: Contains information and links to full excel file breakdowns for each user role


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 (e.g. scheduling/purchasing), and not have access to the estimating section at all.

 

Which plans is it available on

A basic version of this is available on the Pro plan, where it contains ONLY the Owner and Administrator role (from access levels section below). Setting these roles is still done via the users screen as described in this article, but the screen will show fewer options.

The full version of user access is available on the Teams plan, which contains ALL access levels/features discussed in this article.


To see the costs for your region please select below.



The Access Levels/Roles

There are 8 predefined roles with varying degrees of access.

See below for the roles are and their access or click the button below to download the complete breakdown of exactly what each role can do.

Notes:

  • Any user can be assigned to multiple roles

  • The "Financial" role is essentially a on/off switch used to show/hide gross profit for users. So for example a user could be "Accounts" and "Financial".


How to change user access

Note: Only the OWNER can change user access roles.

  1. Click on "My Business" 

  2. Click on "Users"

  3. Click the green "+" button to add a new user

4. In the pop up add the new users details
5. Click the "Assign Roles" radio button
6. Choose which areas the user can access (multiple can be chosen)


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