User roles and permissions

Overview
Roles control what each user on your team can see and do in Bolster. Your account comes with a list of roles, such as Salesperson, Estimator and Project Manager, and you can open any role to review and adjust its permissions. You can set up as many roles as your team needs.

Open Your Roles

1. In the left-hand menu, click Settings.

2. Scroll down to the Team section and click Roles. The list of roles opens, including Field Supervisor, Human Resources, Office Administrator, Manager, Customer Service, Estimator, Project Manager, Marketing, Sales Team Manager and Salesperson.

Review and Edit a Role's Permissions

1. Click the role you want to check (for example, Salesperson). The Edit Role window opens, showing the Role name and Role description.

2. Scroll down to Permissions. Permissions are grouped into sections, such as Assembly, Assembly locked, Client, Company financials, Company labor, Company markup and Cost type. To find a specific permission, use Search for permissions....

3. For each permission, turn on or off the Self and Others settings:

• Self: the user can do this with their own records, for example their own clients.
• Others: the user can also do this with records that belong to other team members.

4. When you are finished, click Save, or click Done to close the window.

For example, in the Salesperson role, See clients?, Create clients?, Modify clients? and Delete clients? are turned on for Self only. This means a salesperson can only see, create and modify their own clients. They cannot create clients for other team members or modify other team members' clients.

Give a User a Role

You choose a user's role when you invite them.

1. In Settings, under Team, click Users.

2. In the top right corner, click the + button. The Invite your team window opens.

3. Enter the person's details, then click Choose permissions and select their role (for example, Salesperson). You can also select Administrator (full permissions).

4. Click Send invitation.

Tips & Best Practices

• Check a Role Before You Assign It: Open the role and scroll through its permissions to make sure it fits the person, for example that the Salesperson role suits your sales staff.

Why This Matters

• Each person on your team only sees and changes what their role allows.
• The Self and Others settings let you decide whether a user works only with their own records or with the whole team's.

Summary

Go to Settings > Roles and click a role to open Edit Role. Scroll through the permissions and set Self (their own records) and Others (other team members' records) for each one, then save. Assign a role to a user by choosing it under Choose permissions when you invite them from Settings > Users.