Settings

User Management
Name Email Role Group Status Actions
Group Management
Name Members Permissions Actions
Permission Reference

Permissions can be assigned to groups. Users inherit permissions from their assigned group.

Create, edit, and delete users
Create, edit, and delete groups
View projects from all users
Edit projects from all users
Delete any project
Export estimates to QuickBooks
Add/edit product catalog
Access reports and analytics
Role Hierarchy
Admin Full access to all features and settings
Manager Can manage projects and view reports (permissions configurable via group)
User Can create and manage own projects only
CRM Bridge (QuickBooks)

Connect to the CRM Bridge to sync customers, products, and export estimates to QuickBooks Online.

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What you can do with CRM Bridge:

Create estimates in your CRM directly from project data
Link project customers to your CRM customer records
Map project items to CRM products and services
View and update estimate status from project cards