Projects is an add-on. Once it's on for your account, you choose who on your team can see and manage projects.
The Two Permissions
Projects use the same roles and permissions as Jobs. Each role gets two settings:
Page permission: Lets the person open the Projects page and view projects.
Add/edit permission: Lets the person create, change, and delete projects.
What Each Setup Allows
Page permission off: No access to the project list or any project.
Page permission on, add/edit off: Can open projects and work the jobs, tasks, invoices, quotes, and assessments inside them. Can't change project details, checklists, or photos and docs.
Both on: Full access, including creating, editing, and deleting projects.
Example: Give your office manager both permissions so they can create and edit projects. Give your technicians the page permission only, so they can open a project and work their jobs without changing project details.
Operator Roles
Admins can give these same permissions to operator roles too.
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