# Office Overview # Team Office and Site Office: What’s the Difference?
## Summary BuilderPal offers two primary workspaces: Team Office for administrative and management tasks, and Site Office for on-site operations. This article explains the key differences to help you choose the right one for your role and tasks. ## How It Helps Team Office streamlines back-office processes, enabling efficient project setup, team coordination, and financial oversight. Site Office supports field teams by facilitating real-time updates, approvals, and communication, reducing delays and improving productivity on the job site. **Team Office:** [![Screen Shot 2026-03-09 at 11.06.16 AM.png](https://docs.builderpal.com/uploads/images/gallery/2026-03/scaled-1680-/screen-shot-2026-03-09-at-11-06-16-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-03/screen-shot-2026-03-09-at-11-06-16-am.png) ## How It Works Team Office is designed for desktop use, providing tools for comprehensive management like permissions, cost codes, and finance. Site Office is optimized for mobile, focusing on field activities such as time tracking, punch lists, messaging, and uploads. While some features overlap, the interfaces are tailored to the environment—detailed views in Team Office and quick-access actions in Site Office. ## When to Use Use Team Office for office-based tasks like setting up projects, managing teams, or handling finances. Switch to Site Office for field work, including logging time, creating punch lists, or approving uploads on the go. For hybrid features like bid packages or documents, start with Team Office for planning and use Site Office for execution. **Site Office:** [![Screen Shot 2026-03-09 at 11.06.25 AM.png](https://docs.builderpal.com/uploads/images/gallery/2026-03/scaled-1680-/screen-shot-2026-03-09-at-11-06-25-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-03/screen-shot-2026-03-09-at-11-06-25-am.png) ## Next Steps Review your role's permissions and explore the relevant workspace. If needed, follow tutorials on setting up teams or tracking time. ## FAQ **What if I need access to both Team Office and Site Office?** Most roles have access to both; switch via the app menu based on your current task. **Are there differences in features between the two?** Core features are available in both, but Site Office prioritizes mobile-friendly tools for field use, while Team Office offers advanced desktop views for admin tasks. **Can I use Site Office on desktop or Team Office on mobile?** Yes, but the experience is optimized as described—mobile for Site Office field tasks and desktop for Team Office management. **How do permissions differ between Team Office and Site Office?** Permissions are role-based across both, but Site Office may limit advanced edits to ensure quick field operations. **What happens if workflows differ between mobile and desktop?** For hybrid features, refer to specific tutorials; differences are minimal but noted where relevant. ## Related Articles
- [Team Roles and Permissions](https://docs.builderpal.com/team-roles-and-permissions) - [How to Set Up a Project in Team Office](https://docs.builderpal.com/how-to-set-up-a-project-in-team-office) - [Time Tracking in Site Office](https://docs.builderpal.com/time-tracking-in-site-office) - [Managing Bid Packages](https://docs.builderpal.com/managing-bid-packages) - [Document Uploads and Approvals](https://docs.builderpal.com/document-uploads-and-approvals)
# Office Permissions and Access ## Summary Office Permissions and Access in BuilderPal control what users can see and do within specific offices or across the company, ensuring secure, role-based collaboration while preventing unauthorized data access. This feature helps multi-office contractors maintain privacy for local operations and enable shared visibility for company-wide items. ## Why It Matters In multi-office companies, users might see irrelevant or sensitive data from other locations, leading to confusion or security risks. This keeps workflows organized by office while allowing controlled sharing, improving efficiency and data security across teams. ## How It Works Permissions are tied to roles (e.g., Admin sees all, Team Member sees assigned only); office assignment limits visibility; cross-office access can be granted for collaboration. **For example:** A manager in Toronto can view company-wide customer records but not Vancouver's local schedules unless granted cross-office permission. ## Related Articles ● [Workflow / Tutorial: Manage Project Participants](https://docs.builderpal.com/books/project-setup-basics/page/manage-project-participants) ● [Reference: Project Settings Reference](https://docs.builderpal.com/books/project-setup-basics/page/project-settings-reference) # How Data Flows Between Offices ## Summary BuilderPal is designed to keep your team aligned across every office, without requiring duplicate work or manual updates. This article explains how data moves between offices and what users can expect when working across multiple locations. ## Why It Matters Multi-office companies often face silos, duplicate data, and manual updates, leading to confusion and inefficiency. This enables seamless collaboration across locations while maintaining local control, reducing errors and saving time on data management. ## How It Works Data flows as shared company-wide (visible across offices) or office-specific (tied to one location unless reassigned); assignment determines visibility and access. For example, a customer record updated in the Toronto office instantly reflects in Vancouver's reporting, but a local schedule in Toronto stays office-specific unless shared. ## Related Articles ● [Workflow / Tutorial: Manage Project Participants](https://docs.builderpal.com/books/project-setup-basics/page/manage-project-participants) ● [Reference: Project Settings Reference](https://docs.builderpal.com/books/project-setup-basics/page/project-settings-reference)