Owners can configure access in the Permission Matrix. The Settings rows control Company Profile, Branding, Job Settings, Markup, Pricing & Sales Tax, Bid & Invoice Templates, Online booking, Subscription, Payments, Notifications, Import Data, and Integration Hub. The Financials rows control Financials, P&L, Sales Tax, Charts, and Taxes & Exports.
These tab permissions can grant access to a lower tier or remove it from a higher tier. For example, enable Job Settings for Managers while keeping Payments off. Existing capability rows retain their tier limits. Owners always keep access. Profile and Calendar remain personal; Services remains owner-tier only. Save Changes applies the configuration company-wide; Reset to Defaults removes customizations.
Without a saved matrix, existing access stays the same: Settings configuration starts at Admin except Subscription at Owner; Financials, Sales Tax, and Charts start at Technician except Sales, while P&L and Taxes & Exports start at Admin.
- Read the capability matrix: one row per capability, one column per tier.
- Toggle a capability for a tier, then save.
- Reset a tier back to its defaults.