Permission Reference
This page lists all permissions available in Readybuild, organized by category.
CRM Permissions
| Permission | Description |
|---|---|
| Configure Project Boards | Customize board layouts, columns, and card displays for project views |
| Delete All Comments | Remove any comment from projects, regardless of who created it |
| Delete Contacts | Permanently delete contact records from the system |
| Manage Additional Contacts | Add, edit, and remove additional contacts associated with projects |
| Manage Marketing Campaigns, Sources, and Lead Targets | Configure marketing campaigns, lead sources, and target tracking |
| Manage Sales Goals | Set up and modify sales goals for individuals and teams |
| Manage Vendors | Add, edit, and remove vendor records in the system |
Contract Permissions
| Permission | Description |
|---|---|
| Right of Rescission | Access to right of rescission functionality for contract management |
Projects Permissions
| Permission | Description |
|---|---|
| Delete Projects | Permanently remove project records from the system |
| Delete Project Files | Remove files and documents attached to projects |
| Delete Project Notes | Remove notes and comments from project records |
| Delete Schedules | Remove scheduled activities and calendar items from projects |
| Manage Forms | Create, edit, and configure custom forms |
| Manage Project Templates | Create and modify templates used for new projects |
| Manage Punch Lists | Create, edit, and manage punch list items on projects |
| Modify Projects After Won | Edit project details after the project has been marked as won |
| Non Sale | Mark projects as non-sale opportunities |
| Project Verified | Mark projects as verified for quality assurance |
| View Project Costs | Access detailed cost information on projects |
Estimates Permissions
| Permission | Description |
|---|---|
| Manage Estimate Database | Add, edit, and organize items in the estimating cost book |
| Delete Estimates | Permanently remove estimate records |
| Unlock Estimates | Unlock locked estimates for editing |
| Unlock Contracts | Unlock locked contracts for modifications |
Time Tracking Permissions
| Permission | Description |
|---|---|
| View All Time Sheets | Access time sheet records for all employees |
| Modify Own Time Clock Entries | Edit personal time clock punch-in and punch-out records |
| Time Clock Access | Use the time clock feature to clock in and out |
| Timesheet Access | Access and submit personal timesheets |
Company Setup Permissions
| Permission | Description |
|---|---|
| Earned Revenue Setup | Configure earned revenue recognition settings |
| Invite and Manage Team Members | Add new users and manage existing team member accounts |
| Manage Drop Downs | Configure dropdown menu options throughout the system |
| Manage Company Settings | Access and modify company-wide configuration settings |
| Manage Fields | Create and configure custom fields for projects, contacts, and other records |
| Manage Municipalities | Add and edit municipality records for permit tracking |
| Manage Selections Catalog | Maintain the catalog of selection items for projects |
| Manage Workflows | Create and configure automated workflow rules |
Accounting Permissions
| Permission | Description |
|---|---|
| Manage Commissions | Configure commission structures and calculations |
| View All Commissions | Access commission reports for all sales personnel |
| Manage PO | Full management of purchase order settings and configurations |
| Manage Labor Rates | Set and modify labor rate configurations |
| Quote Admin | Administrative access to vendor quote management |
| Send PO or Quote | Send purchase orders or quote requests to vendors |
| Confirm Regular POs | Approve and confirm standard purchase orders |
| Pay Vendor | Process vendor payments |
Client Portal Permissions
| Permission | Description |
|---|---|
| Generate Client Logins | Create login credentials for customers to access the client portal |
| Login as Client | Access the client portal as a specific customer for support purposes |
Purchasing Permissions
| Permission | Description |
|---|---|
| Create Purchase Orders | Create new purchase orders for projects |
Related
- Roles - How to assign permissions through roles
- Team Members - Managing user accounts