User Access Controls restrict what users can see and do within Buildxact. For example, you may want your supervisor to only work on the items to do with running the job (ie: scheduling/purchasing), and not be in the estimating section at all.
How do I get User Access Controls?
We can now offer User Access Controls, as part of the Teams plan. Click here for our pricing options.
What are the access levels?
There are 6 predefined roles with varying degrees of access.
See below for the roles are and their access. See spreadsheet attached to this article for a complete breakdown of exactly what each role can do.
*Note: any user can be assigned to multiple roles
How to change user access
So how do you change the access levels of your users? It couldn't be easier
What's on the horizon
As always, we're looking for ways to improve and make our software even better. Areas we're currently looking into for User Access Controls include the following:
- Allowing user customisation of the predefined roles to make the roles even more suited to your business
- Expanding the function to include controls on individual estimates and jobs to allow users to see only the items they are working on.
Any further questions contact us on 1800 965 597