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User Permission Roles Explained

Have questions about the four permission roles within CompanyCam? This article will explain the differences.

Updated today

Please Note

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

Overview

Admin

Commonly used for the company President/Owner, Controller, or Office Admin.

  • 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/manage Templates

    • Ability to set up integrations

Manager

A great fit for Crew Leads, Foremen, or Supervisors.

  • Access to all Projects and features

  • Ability to manage Users

  • Ability to create/manage Templates

  • Ability to connect integrations

Standard

Best used for Crew Members, Full-time Employees, or Technicians.

  • Access to all Projects

  • Unable to manage Users, billing, or company-wide settings

Restricted

Designed for Subcontracts, Part-time Employees, or Employees on a "need to know" basis.

  • Access only to Projects they create or are assigned to by an Admin or Manager

  • Unable to manage Users, billing, or company-wide settings

Permissions break down

Account and Billing

Admin

Manager

Standard

Restricted

View/Edit subscription details

✅

❌

❌

❌

Add/Update payment method

✅

❌

❌

❌

Manage Company Settings

✅

✅

❌

❌

User and Group Management

Admin

Manager

Standard

Restricted

View User Details

✅

✅

✅

❌

Invite new Users

✅

✅

❌

❌

Reactivate Users

✅

✅

❌

❌

Deactivate Users

✅

✅

❌

❌

Manage User Groups

✅

✅

❌

❌

Project Management

Admin

Manager

Standard

Restricted

View all Projects

✅

✅

✅

❌

Create new Projects

✅

✅

✅

✅

Edit Project details

✅

✅

✅

❌

Delete Projects

✅

✅

❌

❌

Archive Projects

✅

✅

❌

❌

Assign a Project to Users

✅

✅

❌

❌

View Project Groups

✅

✅

✅

❌*

Manage Project Groups

✅

✅

❌

❌

Add/Remove Project Collaborators

✅

✅

✅

❌

Add Guest Access on Project

✅

✅

✅

❌

*Restricted Users can only view a Project Group if they are assigned to a Project within that group. However, they will still only be able to view the Projects within that Group if they are assigned to the Project.

Media (Photos, Videos)

Admin

Manager

Standard

Restricted

View photos

✅

✅

✅

✅*

Capture/Upload photos

✅

✅

✅

✅*

Capture/Upload videos

✅

✅

✅

✅*

Move photos

✅

✅

✅

✅*

Share photos

✅

✅

✅

✅*

Delete ANY photos/videos

✅

✅

❌

❌

Delete OWN photos/videos

✅

✅

✅

✅

Restore photos/videos from Project Trash

✅

✅

❌

❌

*Within their own or assigned Projects only.

Documents (Pages, Files, Reports)

Admin

Manager

Standard

Restricted

View Pages/Files/Reports

✅

✅

✅

✅*

Create Pages

✅

✅

✅

✅*

Upload Files

✅

✅

✅

✅*

Manage File Access

✅

✅

❌

❌

Create Reports

✅

✅

✅

✅*

Edit Pages

✅

✅

✅

✅*

Edit Reports

✅

✅

✅

✅**

Delete Pages/Files

✅

✅

✅

✅*

Delete Reports

✅

✅

✅

✅**

*Within their own or assigned Projects only.

**Restricted Users can only view, edit, or delete Reports that they create themselves.

To-Dos (Checklists, Tasks)

Admin

Manager

Standard

Restricted

Create a Checklist

✅

✅

✅

✅*

Assign a Checklist to Users

✅

✅

❌

❌

Edit ANY Checklist Fields

✅

✅

❌

❌

Edit OWN Checklist Fields

✅

✅

✅

✅

Complete Checklist Fields

✅

✅

✅

✅*

Create a Task

✅

✅

✅

✅*

Edit Tasks

✅

✅

❌

❌

Assign a Task to Users

✅

✅

❌

❌

*Within their own or assigned Projects only.

Payments

Admin

Manager

Standard

Restricted

Set up Payments

✅

✅

❌

❌

Request Payments

✅

✅

✅

✅*

View ANY Payment requests

✅

✅

❌

❌

View OWN Payment requests

✅

✅

✅

✅

Edit ANY Payment requests

✅

✅

❌

❌

Edit OWN Payment requests

✅

✅

✅

✅

*Within their own or assigned Projects only.

Public presence

Admin

Manager

Standard

Restricted

Create Showcases

✅

✅

❌

❌

Set up Showcase Gallery for your webpage

✅

✅

❌

❌

Set up Showcase Map for your webpage

✅

✅

❌

❌

Connect to Google Business Profile

✅

✅

❌

❌

Request Reviews

✅

✅

✅

✅*

*Within their own or assigned Projects only.

Other features

Admin

Manager

Standard

Restricted

Manage Integrations

✅

✅

❌

❌

Create/Edit Page Templates

✅

✅

❌

❌

Create/Edit Checklist Templates

✅

✅

❌

❌

Create/Edit Report Templates

✅

✅

❌

❌

Use Templates

✅

✅

✅

✅*

*Within their own or assigned Projects only.

FAQs

What are the four permission roles in CompanyCam?

The four permission roles within CompanyCam are Admin, Manager, Standard, and Restricted.

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

Admins, Managers, and Standard Users can view all Users' permission roles. The roles can only be viewed within the web app. On the web, they can click on the Team Tab in the left-hand navigation menu. The roles are listed next to the User's name.

Restricted Users don't have access to the Team Tab.

Can permission roles be edited?

Yes. Admins and Managers can edit Users' permission roles at any time; here's how. However, only Admins can edit a User to the Admin role.

If a User's permission role changes from Standard to Restricted, will they still have access to Projects they created or are assigned to?

If the User creates a Project as a Standard User and then becomes a Restricted User, they don't retain access.

If they are assigned a Project as a Standard User and then are made a Restricted User, they do retain access.

Can all permission roles access all Projects on the account?

Admin, Manager, and Standard Users have access to all Projects on the account.

Restricted Users only have access to their own Projects (Projects they create themselves) or Projects they are assigned to.

What features can be assigned to Users?

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

Have other questions?

​If you need more clarity on permission roles or the features available with your subscription, feel free to contact us at [email protected] or reach out to our live chat!

Related Articles
Deactivate a User
Edit User's Permissions and Login Information
How to Export Project and Checklist Data
Assign a Checklist to Users
Create and Use Checklist Templates
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