Roles & Permissions
Questions about team access and admin rights.
Can permissions be changed?
Yes.
Admins can:
upgrade or downgrade roles
remove access
assign new permissions
Can users see all projects?
Not by default.
Access is controlled by Admins.
What are roles?
You have three roles:
Worker
Manager
Admin
Each role controls what a user can see and do.
What happens when access is removed?
The user:
loses access immediately
cannot see projects or data anymore
What is a Manager?
A Manager oversees project execution and reporting.
What can a Manager do?
Everything a Worker can, plus:
Edit and share reports
Adjust summaries
Create and delete tasks
What can a Manager not do?
Manage billing
Fully control team access (limited compared to Admin)
What is a Worker?
A Worker is focused on documenting work on site.
What can a Worker do?
Create and view recordings
Capture photos and videos
Read transcripts and summaries
Work on assigned tasks
Use AI chat within a project
What can a Worker not do?
Manage team members
Delete projects
Change roles or permissions
Modify core project structure
What is an Admin?
An Admin manages the organization.
What can an Admin do?
Everything a Manager can, plus:
Invite and remove users
Assign roles
Create and manage licenses
Manage projects (create, edit, delete)
Assign tasks across teams
Control access and permissions
Admins are responsible for:
billing
user access
overall system control
What is the audit trail?
The audit trail is a system log of all actions.
It records:
recordings created
photos and videos added
edits to reports
user activity
access changes
Can the audit trail be edited?
No.
It is system-controlled and cannot be modified by users.
Why does this matter?
It provides:
proof of work
traceability
legal protection
You can always show:
who did what
when it happened
Who can access what?
Access depends on:
your role
your assigned projects
Admins define who can:
join a project
view data
edit content