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Help Center › Admin screens, field by field › Settings → Crew, team & hours: team permissions grid
Settings → Crew, team & hours: team permissions grid
Every one of the 38 permission checkboxes for Manager, Crew leader and Crew, with defaults and what each allows.
Where to find it: Contractor Hub → Settings & Integrations → Settings → group Team → tab 👷 Crew, team & hours, card Team permissions. Owner screen.
What it controls: what each role may do. The card says: “You (the owner) can always do everything. Crew sheets never show prices, costs or margins.” The grid has one row per right and three checkbox columns: Manager, Leader and Crew. The rights are enforced on the server, not just hidden on screen.
Before you start
- Add your people and set their roles first. See
settings-crew-list-private-notes-and-working-hours. - Defaults below come from the code. Treat them as a starting point you should review, not as approved policy.
- Some rights depend on your plan or on the website owner switching a feature on. The grid saves the right either way.
How the grid works
- Tick a box to allow that role. Untick to refuse.
- Each box’s screen-reader name is “right label — role”.
- A right you do not touch keeps its current value.
- Everyone can see the services list. This is fixed and has no checkbox.
- Allowing “Create & edit company templates” or “Set default templates” also lets that role use templates on jobs.
- Click Save permissions to save the whole grid at once. Toast “Saved.”
Fields: the 38 rights
Column order in each row: Manager / Leader / Crew (1 = ticked by default, 0 = not ticked).
| Field (exact label) | What it does for VisionScaper | Default M / L / C |
|---|---|---|
| Use templates on jobs | Lets the role apply service templates to jobs. | 1 / 1 / 1 |
| Create & edit company templates | Lets the role make and change your reusable service templates. | 1 / 0 / 0 |
| Set default templates | Lets the role choose which templates are the defaults. | 1 / 0 / 0 |
| See costs, markups & margins | Shows the money behind a service (costs, markups, margins). | 1 / 0 / 0 |
| See every job (not only their own) | Without it, people see only jobs assigned to them. | 1 / 0 / 0 |
| Assign people & reschedule | Lets the role put people on jobs and move jobs. | 1 / 0 / 0 |
| Manage employees & availability | Lets the role edit the team list and when people can work. | 1 / 0 / 0 |
| Review & approve hours worked | Lets the role approve timesheets. | 1 / 0 / 0 |
| Create checklists & field forms | Lets the role build checklists and field forms. | 1 / 0 / 0 |
| Approve jobs & override required items | Lets the role approve a job or finish it with required items missing. | 1 / 0 / 0 |
| See customer phone & email | Shows customer contact details to the role. | 1 / 1 / 1 |
| Share job photos with customers | Lets the role share job photos with the customer. | 1 / 0 / 0 |
| See labor rates, job costs, revenue & profit | Shows labour rates, job costs, revenue and profit. | 0 / 0 / 0 |
| Clock their crew in & out on shared jobs | Lets a leader or manager clock crew members in and out on shared jobs. | 1 / 1 / 0 |
| Phone app: see every customer | Lets the role see the whole customer list in the phone app. | 1 / 0 / 0 |
| Phone app: edit customers & properties | Lets the role change customers and properties in the phone app. | 1 / 0 / 0 |
| Phone app: add potential customers | Lets the role add new leads in the phone app. | 1 / 1 / 1 |
| Phone app: see private customer notes | Lets the role read private customer notes in the phone app. | 1 / 0 / 0 |
| Phone app: Door-to-door | Lets the role use the door-to-door (canvass) feature in the phone app. | 1 / 1 / 0 |
| Phone app: measure properties | Lets the role measure properties in the phone app. | 1 / 1 / 0 |
| Phone app: view & share landscape plans | Lets the role view and share landscape plans in the phone app. | 1 / 1 / 0 |
| Phone app: route planner | Lets the role use the route planner in the phone app. | 1 / 1 / 0 |
| Phone app: see quotes, invoices & payments (amounts) | Shows money amounts for quotes, invoices and payments in the phone app. | 1 / 0 / 0 |
| Phone app: start quote drafts & invoices | Lets the role start quote drafts and invoices in the phone app. | 1 / 0 / 0 |
| Phone app: send quotes & invoices | Lets the role send quotes and invoices from the phone app. | 1 / 0 / 0 |
| Phone app: record payments received | Lets the role record payments from the phone app. | 1 / 0 / 0 |
| Phone app: add expenses (need approval) | Lets the role add expenses; they need approval. | 1 / 1 / 1 |
| Phone app: approve or reject expenses | Lets the role approve or reject expenses. | 1 / 0 / 0 |
| Phone app: see & assign everyone’s tasks | Lets the role see and assign all tasks, not only their own. | 1 / 0 / 0 |
| Phone app: approve messages, follow-ups & review requests | Lets the role approve outgoing messages that wait for approval. | 1 / 0 / 0 |
| Export approved hours for payroll | Lets the role export approved hours. | 0 / 0 / 0 |
| Turn automatic payment on or off | Lets the role switch autopay on or off. | 0 / 0 / 0 |
| See live team location | Lets the role see where team members are now. | 1 / 0 / 0 |
| See location history & mileage | Lets the role see location history and mileage. | 1 / 0 / 0 |
| Create & approve purchase orders | Lets the role create and approve purchase orders. | 1 / 0 / 0 |
| Receive deliveries on purchase orders (no prices) | Lets the role mark deliveries received without seeing prices. | 1 / 1 / 0 |
| Run the first-run guide & sample data | Lets the role run the first-run guide and sample data. | 0 / 0 / 0 |
| Crew app: messages with the office | Lets the role message the office from the crew app. | 1 / 1 / 1 |
The descriptions are the plain meaning of each label. The exact screens each right opens are not all traced in code.
The screen shows the server’s current value for every right when it is available.
Steps
- Make sure every person has the right role (Crew, Crew leader or Manager).
- Open the Team permissions card.
- Go down the grid. For each right decide who needs it. Prefer untick when unsure.
- Keep money rights off for Crew: they see no prices anyway on crew sheets.
- Click Save permissions.
- Test by signing in as a team member (or ask them what they can see).
Tips
- Give “See labor rates, job costs, revenue & profit” and “Export approved hours for payroll” only to people you trust with pay data.
- If you add a role later, review the grid again.
If something goes wrong
- A person cannot see a screen: check the right, their role, and that their account email is entered on their crew row.
- Changes did not stick: you must click Save permissions; the crew Save crew button does not save the grid.