Workspace settings and permissions
Configure company working rules and give each person the access their job needs.
Configure the workspace in a practical order
Settings combines personal preferences with company controls. You may be able to open Settings without being allowed to change company rules. Users and Roles manage team access separately. Before changing a shared setting, agree who owns it and which projects it affects.
- 01
Complete the company profile
Check the company name, contact information, address and logo. Review PDF branding, footer, signature labels and paper size before issuing customer documents.
- 02
Set regional preferences
Choose the currency, locale, timezone and date format for the workspace. Changing a currency label does not convert stored amounts using an exchange rate.
- 03
Review operational defaults
Set project and payment defaults, low-stock and budget-warning thresholds, and consumption/wastage rules. Decide whether DPR approval should automatically post material consumption.
- 04
Agree approval and completion gates
Review Payment Approval Required, inspection requirements for stage completion, punch clearance, closeout checklist requirements and default DLP months. Client billing also has an organization switch and deduction defaults. These tools still need the relevant feature access.
Create roles around real responsibilities
Open Users and Roles. Invite or create the user using the available action, then assign the appropriate role or roles. Check the permissions on the role before assuming its name describes every allowed action. The built-in Admin role is protected; use custom roles when you need a narrower combination.
Permissions distinguish viewing from creating, editing, deleting and specialist actions such as approving payments, verifying snags or answering RFIs. A person with several roles receives their resolved permissions together. Giving a project assignment does not replace the required module permission. Use Roles and access to understand the access checks.
Appearance settings include theme and accent choices; advanced customization is for someone who can assess its readability. Security settings include personal password/2FA and shared session timeout or organization maintenance controls where permitted. Maintenance can interrupt colleagues, so arrange it with the team. Platform maintenance is a separate service-wide control.
After changing a role or rule, check the affected workflow with an appropriate team member. For example, let a supervisor record work while a finance approver checks payments. Do not give everyone Admin simply to make a missing button appear.