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By role

Roles that are permissions, not job titles

Most software calls these personas. In BuildersBridge they are enforced on the server: seven roles, ranked, each opening a defined set of the product. A crew member cannot open receivables, and a client sees only their own project.

Subcontractor and client are roles too. Subcontractors see the scope and documents shared with them; clients see their own project in the homeowner portal and nothing else. Neither has a page here yet because the product story for them is the client portal.

Preview any role before you invite anyone

The dashboard can show you the product exactly as a given role experiences it. It only ever downgrades your view, so looking is safe.