Skip to main content

User Permission Roles Explained

Have questions about the four permission roles in CompanyCam? This article breaks down what each role can and can't do.

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

Overview

CompanyCam has four internal permission roles. When you add someone to your account, you assign them one of these roles based on what they need access to.

Admin

Commonly used for: 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 and manage Templates

  • Ability to connect, disconnect, and manage integration settings

Manager

Commonly used for: Crew Leads, Foremen, or Supervisors

  • 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

Commonly used for: Crew Members, Full-time Employees, or Technicians

  • Access to all Projects

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

Restricted

Commonly used for: Subcontractors, 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

✅

✅

❌

❌

View Project Boards

✅

✅

✅

✅**

Move Projects within Project Boards

✅

✅

✅

❌

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.

**Restricted Users can view the Project Board, but only see Projects they have access to.

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.

Customers

Admin

Manager

Standard

Restricted

View the Customer directory

✅

✅

✅

✅

Create a new Customer

✅

✅

✅

❌

Add a Customer to a Project

✅

✅

✅

❌

Edit/Delete a Customer record

✅

✅

✅

❌

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.

Proposals and Price Book

Admin

Manager

Standard

Restricted

Create a Proposal

✅

✅

✅

❌

View Proposals

✅

✅

✅

❌

View Price Book line items

✅

✅

✅

✅*

Create/Edit/Delete line items

✅

✅

❌

❌

*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.

💡 Tip: Need more help? Contact our support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

Related Articles
Deactivate a User
Edit User's Permissions and Login Information
Reactivate a User
Create Email Recaps
Assign Project Tasks to Users
Did this answer your question?