Settings & Admin
Team Roles and Access
Choose Employee, Manager, or Admin when inviting a teammate. The controls available to each member follow that role.
See it in BuildVision AI
Team access
List or remove members and manage pending invitations with defined roles, resend, duplicate protection, and cancel controls.
- Admin, manager, employee
- Member removal and invitation lifecycle
- Access states
What you'll accomplish
Choose the right role for the workspace access a teammate needs.
Steps
- Choose Employee, Manager, or Admin in the Team invite form.
- After joining, use Profile to confirm your assigned role.
- Check which Workspace, Team, and Billing controls the role can change.
What to expect
- Role defaults establish common capabilities, and additional permissions can extend them; the interface ultimately gates by capability.
- A denied capability renders explicit copy rather than disabled mystery controls.
- Membership status and role are different concepts.
- By default, Super admin includes billing; Admin has broad workspace/team access but not billing; Manager covers projects, takeoff, quotes, and Costing; Employee is primarily view/comment access to assigned work.
Good to know
BuildVision AI does not currently include a customer-editable custom-role or permission-matrix designer. Project guests use a separate fixed view-only grant rather than a configurable project role.