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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.

● Workflow / Tutorial: Manage Project Participants
● Reference: Project Settings Reference

 

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