User Roles
Custom user roles control what each user can do and their responsibilities.
Our home building software offers robust custom user roles and permissions, allowing builders to tailor access levels based on individual responsibilities. This ensures that each team member — from project managers and site supervisors to sales reps and accountants — has the right tools and information to perform their job efficiently, without unnecessary distractions or security risks.
Granular Control for Maximum Security & Efficiency
With customizable permissions, administrators can define precisely what each user can view, edit, approve, or manage within the system. For example:
- Project Managers can oversee budgets, schedules, and subcontractor coordination.
- Design Teams can access customer selections and make updates in real time.
- Sales & CRM Teams can manage leads, contracts, and customer communication.
- Accounting & Finance Staff can track payments, purchase orders, and cost reports.
- Site Supervisors can update job progress and report on-site issues.
Streamlined Workflows & Reduced Errors
By assigning clear roles, the software prevents unauthorized changes while ensuring that everyone has access to the exact information they need — no more, no less. This reduces errors, enhances accountability, and improves efficiency across departments.
Scalability & Compliance
Whether managing a small custom homebuilding business or a large-scale production builder operation, this feature adapts to your organizational structure. It also helps maintain compliance with internal policies and industry regulations by restricting financial data access and project modifications to authorized personnel only.
With custom user roles and permissions, builders gain better control, enhanced security, and improved collaboration, keeping every aspect of the business running smoothly.