CompanyCam has 4 permission roles: Admin, Manager, Standard, and Restricted. Each role controls what a User can see and do across Projects, photos, documents, and account settings. Assigning the right role to each User keeps your account organized and your data secure.

The 4 permission roles

Note: Only Admins and Managers can edit User permission roles. Managers can update permission roles for other Managers, Standard Users, and Restricted Users, but they cannot assign a role higher than their own.

Admin

Best for: company owners, presidents, controllers, or office admins. Admins have complete control of the account, including:

Access to billing and subscription details
Access to all Projects and features
Ability to manage Users
Ability to create and manage Templates
Ability to connect, disconnect, and manage integration settings

Manager

Best for: crew leads, foremen, or supervisors. Managers can:

Access to all Projects and features
Ability to manage Users
Ability to create and manage Templates
Ability to connect, disconnect, and manage integration settings for select integrations

Standard

Best for: crew members, full-time employees, or technicians. Standard Users can:

Access to all Projects within the account, but can't manage Users, billing, or company-wide settings.

Restricted

Best for: subcontractors, part-time employees, or anyone who only needs access to specific jobs.

Can only see Projects they create or are assigned to by an Admin or Manager.
Cannot manage Users, billing, or company-wide settings.

Permissions breakdown

Important: Not every feature referenced in this article is available on every subscription plan.

Account and billing

	Admin	Manager	Standard	Restricted
View/edit subscription details	Yes	No	No	No
Add/update payment method	Yes	No	No	No
Manage company settings	Yes	Yes	No	No

User and group management

	Admin	Manager	Standard	Restricted
View User details	Yes	Yes	Yes	No
Invite new Users	Yes	Yes	No	No
Reactivate Users	Yes	Yes	No	No
Deactivate Users	Yes	Yes	No	No
Manage User groups	Yes	Yes	No	No

Project management

	Admin	Manager	Standard	Restricted
View all Projects	Yes	Yes	Yes	No
Create new Projects	Yes	Yes	Yes	Yes
Edit Project details	Yes	Yes	Yes	No
Delete Projects	Yes	Yes	No	No
Archive Projects	Yes	Yes	No	No
Assign a Project to Users	Yes	Yes	No	No
View Project Groups	Yes	Yes	Yes	No*
Manage Project Groups	Yes	Yes	No	No
Add/remove Project Collaborators	Yes	Yes	Yes	No
Add guest access on a Project	Yes	Yes	Yes	No

*Restricted Users can view a Project Group only if they're assigned to a Project within that group. They'll still only see the specific Projects they're assigned to.

Media (photos, videos)

	Admin	Manager	Standard	Restricted
View photos	Yes	Yes	Yes	Yes*
Capture/upload photos	Yes	Yes	Yes	Yes*
Capture/upload videos	Yes	Yes	Yes	Yes*
Move photos	Yes	Yes	Yes	Yes*
Share photos	Yes	Yes	Yes	Yes*
Delete any photos/videos	Yes	Yes	No	No
Delete own photos/videos	Yes	Yes	Yes	Yes
Restore photos/videos from Project trash	Yes	Yes	No	No

*Within their own or assigned Projects only.

Documents (Pages, Files, Reports)

	Admin	Manager	Standard	Restricted
View Pages/Files/Reports	Yes	Yes	Yes	Yes**
Create Pages	Yes	Yes	Yes	Yes*
Upload Files	Yes	Yes	Yes	Yes*
Manage file access	Yes	Yes	No	No
Create Reports	Yes	Yes	Yes	Yes*
Edit Pages	Yes	Yes	Yes	Yes*
Edit Reports	Yes	Yes	Yes	Yes**
Delete Pages/Files	Yes	Yes	Yes	Yes*
Delete Reports	Yes	Yes	Yes	Yes**

*Within their own or assigned Projects only.
**Restricted Users can only view, edit, or delete Reports they create themselves.

To-Dos (Checklists, Tasks)

	Admin	Manager	Standard	Restricted
Create a Checklist	Yes	Yes	Yes	Yes*
Assign a Checklist to Users	Yes	Yes	No	No
Edit any Checklist fields	Yes	Yes	No	No
Edit own Checklist fields	Yes	Yes	Yes	Yes
Complete Checklist fields	Yes	Yes	Yes	Yes*
Create a Task	Yes	Yes	Yes	Yes*
Edit Tasks	Yes	Yes	No	No
Assign a Task to Users	Yes	Yes	No	No

*Within their own or assigned Projects only.

Customers

	Admin	Manager	Standard	Restricted
View the Customer directory	Yes	Yes	Yes	Yes
Create a new Customer	Yes	Yes	Yes	No
Add a Customer to a Project	Yes	Yes	Yes	No
Edit/Delete a Customer Record	Yes	Yes	Yes	No

Payments

	Admin	Manager	Standard	Restricted
Set up Payments	Yes	Yes	No	No
Request Payments	Yes	Yes	Yes	Yes*
View any payment requests	Yes	Yes	No	No
View own payment requests	Yes	Yes	Yes	Yes
Edit any payment requests	Yes	Yes	No	No
Edit own payment requests	Yes	Yes	Yes	Yes

*Within their own or assigned Projects only.

Proposals and Price Book

	Admin	Manager	Standard	Restricted
Create a Proposal	Yes	Yes	Yes	Yes
View Proposals	Yes	Yes	Yes*	Yes*
Edit/Delete Proposals	Yes	Yes	Yes*	Yes*
Create Price Book line items	Yes	Yes	No**	No**
Add line items to a Proposal	Yes	Yes	Yes	Yes

*Own Proposals only

**Can only save Line Items to the PriceBook when building a Proposal

Public presence

	Admin	Manager	Standard	Restricted
Create Showcases	Yes	Yes	No	No
Set up Showcase Gallery for your webpage	Yes	Yes	No	No
Set up Showcase Map for your webpage	Yes	Yes	No	No
Connect to Google Business Profile	Yes	Yes	No	No
Request Reviews	Yes	Yes	Yes	Yes*

*Within their own or assigned Projects only.

Other features

	Admin	Manager	Standard	Restricted
Manage integrations	Yes	Yes	No	No
Create/edit Page Templates	Yes	Yes	No	No
Create/edit Checklist Templates	Yes	Yes	No	No
Create/edit Report Templates	Yes	Yes	No	No
Use Templates	Yes	Yes	Yes	Yes*

*Within their own or assigned Projects only.

FAQs

Where can I view the permission roles of other Users on my account?

Admins, Managers, and Standard Users can view all Users' permission roles on the web. Go to the Team tab in the left-hand navigation menu — roles are listed next to each User's name. Restricted Users don't have access to the Team tab.

Can permission roles be edited?

Admins and Managers can edit any User's permission role at any time. Only Admins can assign the Admin role.

What happens to a User's Project access if their role changes from Standard to Restricted?

It depends on how they got access to that Project. If the User created a Project as a Standard User and then becomes Restricted, they don't retain access. If they were assigned to a Project as a Standard User and then become Restricted, they do retain access.

Can all permission roles access all Projects?

Admin, Manager, and Standard Users have access to all Projects on the account. Restricted Users can only see Projects they created or were assigned to.

What can be assigned to Users?

Users can be assigned to Projects, Checklists, and Project Tasks.

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Permission Roles Explained

The 4 permission roles

Admin

Manager

Standard

Restricted

Permissions breakdown

Account and billing

User and group management

Project management

Media (photos, videos)

Documents (Pages, Files, Reports)

To-Dos (Checklists, Tasks)

Customers

Payments

Proposals and Price Book

Public presence

Other features

FAQs

Where can I view the permission roles of other Users on my account?

Can permission roles be edited?

What happens to a User's Project access if their role changes from Standard to Restricted?

Can all permission roles access all Projects?

What can be assigned to Users?