Permissions available in the matrix

The System access section groups permissions into read, create, update and delete. The matrix covers leads, quotes, projects, calendar, inventory, suppliers and invoicing.

Read access is selected broadly for invited members so they can open the delegated workspace. Create, update and delete permissions should be chosen according to the work the person performs.

Choosing access for the role

• Give office staff the modules they actively manage.
• Give installers project and calendar access when they need field information.
• Give subcontractors only the operational areas needed for their work.
• Review delete permissions carefully before granting them.

Updating the matrix

1. Open the team member create or update page.
2. Open System access.
3. Tick the relevant access boxes for each permission group.
4. Use Select all or Deselect all where a full permission group needs a quick change.
5. Save the member record.

Reviewing permission coverage

The team workspace summarises permission counts for each member. Use those counts to spot members with wider access than expected or missing access for daily work.