Appearance
Team and permissions
Settings, then Team. Adding people is covered in the installation guide. This page is the reference for what each role can actually do.
The capability matrix
Full means view and change. Read means view only. None means the screen is not there.
| Feature | Owner | Manager | Sales | Production | Designer | Finance | Viewer |
|---|---|---|---|---|---|---|---|
| Quotes | Full | Full | Full | None | None | None | Read |
| Orders | Full | Full | Full | Full | Full | Read | Read |
| Customers | Full | Full | Full | None | Read | Read | Read |
| Messages | Full | Full | Full | None | Full | None | Read |
| Marketing | Full | Full | Full | None | None | None | Read |
| Assets | Full | Full | Full | Read | Full | None | Read |
| Reports | Full | Full | Full | None | None | Full | Read |
| Production | Full | Full | None | Full | Read | None | Read |
| Purchasing | Full | Full | None | Full | None | None | Read |
| Inventory | Full | Full | Read | Full | Read | None | Read |
| Invoices | Full | Full | Read | None | None | Full | Read |
| Pricing | Full | Full | None | None | None | None | None |
| Billing | Full | Full | None | None | None | None | None |
| Team | Full | Full | None | None | None | None | None |
| Integrations | Full | Full | None | None | None | None | None |
| Settings | Full | Full | None | None | None | None | None |
Ungated for every active staff member, whatever their role: the dashboard, the production board, the floor board, Demi, and the first-run setup wizard.
Rules that override the matrix
- Viewer never mutates. Whatever the grant says, the viewer role cannot change anything.
- Deactivated users are denied everything, immediately, including their API tokens.
- A user with no role is treated as a manager. That is a compatibility default for pre-roles accounts, not a recommendation. Assign roles.
- Pricing, billing, team, integrations and settings are owner and manager only, and not visible read-only to anyone else.
Labour and commission
| Field | Format | Used by |
|---|---|---|
| Labour rate | Cents per hour, 4500 is 45.00 | Time on jobs and margin after labour |
| Commission rate | Basis points, 500 is 5% | Commission on the ex-tax value of dispatched orders |
Both are snapshotted when they are used, so changing a rate never rewrites history.
Seats and deactivation
Seats are capped by plan: 1, 3, 10, or unlimited. Deactivating a user frees the seat and keeps their name on the history they created, which is why you deactivate leavers rather than deleting them.