# Roles & Permissions Overview

## Summary

Every person on your team has a **role**, and that role determines what they can see and do inside BuilderPal. This article gives you a clear overview of the six main roles, how permissions work, and what to expect when different people open the same project. It also explains additional time-tracking permissions you can turn on for specific users.

BuilderPal uses two layers of access:

1. **Team Roles** – Company-wide permissions assigned in Team Settings.
2. **Project Access** – Project-level roles that determine visibility within a specific project.

Project access does *not* change someone’s team role.
To learn how project involvement works, see:
**[Project Access Explained](https://docs.builderpal.com/books/project-setup-basics/page/project-access-explained)**

Team roles define **what** someone is allowed to do.
Project access defines **where** they can do it.


## Prerequisites

* You must be a **Team Administrator** to assign or modify roles.
* Users must already be added to your BuilderPal team.


## Team Roles (Company-Level Permissions)

These six roles define the core permission sets inside BuilderPal.

### Team Administrator

Highest-level access. Admins control all company settings and operations.

Admins can:

* Access every project (internal and client projects)
* View and edit all financial data (budgets, estimates, financial widget)
* Manage subcontractors and bidding
* Add or remove users and change roles
* Configure billing, time tracking, and company settings

This role is intended for owners or operational leads.


### Business Manager

Business Managers handle bidding and subcontractor workflows **without any financial visibility**.

Business Managers can:

* Create and manage subcontractors
* Build and manage bid packages on master projects
* Review bids, compare pricing, and mark winners
* Control which subcontractors are involved in specific projects

Business Managers cannot:

* View budgets or estimates
* See the financial widget anywhere in the app
* Access company-level financial settings or reports

They manage procurement and vendor relationships, not finance.


### Finance Manager

Finance Managers focus on project costs and financial performance.

Finance Managers can:

* View and manage Estimates and Budgets
* Review and manage financial reports
* Work with cost codes and other accounting-related data
* View the financial widget inside projects

Finance Managers do not manage bidding or subcontractors.


### Project Manager

Project Managers run the day-to-day execution of projects.

Project Managers can:

* Create and manage projects
* Edit project details and settings
* Manage schedules, actions, RFIs, site instructions, and change orders
* Manage documents, job chat, and project participants
* View all project-level financials (estimates, budgets, financial widget)
* Manage subcontractors and bidding on master projects

They cannot change company-wide settings.


### Team Member

Team Members complete work assigned to them in the field or office.

Team Members can:

* Log hours on projects where they are participants
* Complete assigned tasks and scheduled actions
* Upload documents, photos, and updates
* Participate in job chat and use site-level tools as allowed

Team Members cannot:

* View any financial data (no budgets, estimates, or financial widget)
* Manage participants or project settings
* Manage subcontractors or bidding

This is the standard role for most workers on your team.


### Team Supervisor

Team Supervisors coordinate on-site work and approvals.

Team Supervisors can:

* Approve time entries for the people they supervise
* Assign tasks and actions to Team Members
* Monitor jobsite progress using schedules, actions, and documents

Team Supervisors cannot:

* View financial data
* Manage company settings, billing, or roles
* Manage bidding or subcontractors



## Additional Pro Time-Tracking Permissions

These options are **add-on time-tracking controls**, not separate roles.
You can toggle them on for users who track time in BuilderPal to enforce more accurate behavior.

---

### Clock-in Required

When **Clock-in Required** is enabled for a user:

* They must use the **live timer** to record time
* Manual time entry is blocked

Use this when you want strict real-time tracking instead of manual adjustments.

---

### Clock-in Location

When **Clock-in Location** is enabled for a user:

* Clock-ins must happen **within the jobsite’s GPS boundary**
* Clock-ins outside that radius are blocked or flagged

Use this when you need to confirm that users are physically on site when they start work.

**Want to use these features?**  
 Clock-in Required and Clock-in Location are available with **BuilderPal Pro**.  
[Learn more about Pro →](https://www.builderpal.com/timesheets)





## Related Articles

* [Manage Team Member Permissions](https://docs.builderpal.com/books/team-office/page/manage-team-member-permissions)
* [Project Access Explained](https://docs.builderpal.com/books/project-setup-basics/page/project-access-explained)
* [Learn the Project Dashboard](https://docs.builderpal.com/books/project-setup-basics/page/learn-the-project-dashboard)
* [Pro User Permissions](https://docs.builderpal.com/books/team-office/page/pro-user-permissions)
* [Permissions & Participants in Actions](https://docs.builderpal.com/books/actions/page/permissions-participants-in-actions)
* [Office Permissions and Access](https://docs.builderpal.com/books/office-overview/page/office-permissions-and-access)