Construction roles and permissions
Build company roles from separate view, write and management permissions and apply the same access rules to navigation, screens, actions and server requests.
Construction roles and permissions: how it works in Home Builder Software
Permissions are cut along the jobs people actually do, not along the modules the software happens to contain. A buyer who orders material and books the goods receipt has no business seeing the invoices the company sends its customer, and a foreman who writes a daily report, records a defect or raises an RFI has no reason to edit sales master data. A role consists of a name, a color and a freely chosen combination of rights.
Reading and writing are separate switches. Master data, projects, finance and workforce each carry a view right and a write or management right, site capture deliberately sits apart, purchasing is kept away from outgoing invoices and payroll away from staff planning. Reports, AI use, AI configuration, location policy, user administration and system settings can be released one by one, and a management right always brings its view right with it.
Hiding a button is never the boundary. The interface trims navigation, messages and actions to the role, while the server checks every page request and every write, and controllers still test ownership, tenant and status transitions. On top of the role, an employee can be limited to an approved project list: an unlisted project answers as not found, revealing neither its existence nor its number, while company-wide records without a project stay visible where the role allows.
Construction roles and permissions in the daily routine
Roles are set up once and touched rarely. The administrator starts from the shipped system roles, copies what fits and adds something like a payroll role that sees hours but never customer invoices. Assignment happens per user, the administrator role stays reserved for administrators and nobody changes their own. The project restriction is usually ticked at invitation, when a foreman joins for a single building site. A role that still has holders has to be reassigned before it can be removed.
Read the documentationConstruction roles and permissions: what it covers
Combine project, record, finance, workforce and system permissions
Give field roles capture access without granting sales master-data changes
Protect the administrator role and roles still assigned to users
Construction roles and permissions: questions and answers
Is hiding a button the only permission control?
No. Home Builder Software also checks page access and every write request on the server.
Can a custom role be deleted while assigned?
No. It must first be removed from all users.
Use Construction roles and permissions on your own projects
A demo runs on a project that resembles yours, with the roles and permissions your team actually uses.