Owner vs Admin vs Crew

Five roles. Pick the narrowest one that lets someone do their job — easier than upgrading later when someone leaves. Each role is designed around a specific workflow; using them right means the right people see the right data without you babysitting permissions.

Owner

One per workspace. Sees everything, including billing, can cancel the account. Don't share owner credentials; if ownership needs to change hands (selling the business, partner buyout), transfer ownership through Settings → Workspace → Transfer ownership. Transfer requires the new owner to be already on the team.

Admin

Everything except billing. Good for a business partner or a tenured office manager. Can invite users, change roles, see all jobs and financials, but can't change the plan or see the workspace's credit card. Most second-in-command roles end up here.

Office

Daily operations: customers, jobs, estimates, change orders, invoices, payments. Cannot touch billing, plan, or team settings. The role most office managers actually need — full operational access without the responsibility for the business's financial structure.

Crew

Field-only: time, materials, photos, job notes. Cannot see invoices, financial totals, or customers they're not assigned to. Designed for hourly field staff who need to log time and materials but don't need to see what the customer is being billed. Crew members see their own hours and can request schedule changes through the office.

Read-only

View everything, change nothing. For bookkeepers, accountants, and silent partners. Read-only users can export reports, search the audit log, and pull the data they need for tax season or month-end close without risking any accidental changes to live records.

Picking the right one

• If they handle money or change plan settings → Owner or Admin.
• If they handle customers and jobs but don't touch billing → Office.
• If they're on a job site logging hours and materials → Crew.
• If they only need to see reports → Read-only.