Set up your team for success in CoConstruct by providing them with the necessary access and permissions based on their role and job in your organization. Each team member interacts with CoConstruct based on TWO types of settings -- certain levels of access plus various permissions.

Project Access = Which projects added to your CoConstruct account a team member is able to open and view. Access ranges from allowing a team member to see:
- ALL projects added to the account
- Just SOME projects you identify are important for them to see
- NO projects at all
Permissions = What actions, functions, or features in the CoConstruct platform a team member is permitted to interact with and at what level. Allow team members to interact with certain areas of the system by selecting from the list provided:
- Update Schedules
- View Financials
- Edit Financials
- Preview Client Side
- View Contacts and Leads
- Add/Edit Contacts and Leads
- Update Templates
- Manage Time Clock
Need a team member to access everything, including certain settings and accounting details? Add them as an Admin user.
WHICH PERMISSIONS WORK BEST?
To guide you in deciding which settings are right for which team members, think first about what actions a team member may be required to perform. Pick from the list below to see which access and permissions allow ("✓") or dis-allow ("X") certain functions in those areas of the system. OR view the full chart of permissions.
Important Rules to Remember:
- Permission Prerequisites = Some of these permissions operate on levels with prerequisites. For example, in order to make Edits to certain information, a team member must first be able to View the information. The table provided below states the minimum required for the setting/area. Any team member set as an Admin user has access to all settings and functions.
- Mobile App Access = Some actions simultaneously appear on the mobile app of CoConstruct. Note which functions exist for the indicated column. note that in some scenarios, permissions differ in the mobile app to better reflect field requirements and needs.
Actions/Functions
General Account + Cross-Project + Pre-Project |
Financials |
Project Management |
|
|
|
PERMISSIONS & ACCESS CHART
Use the below to decide which permissions and access to provide your team for the full website and mobile app. Adjust any permissions when adding new team members from Contacts > My Team OR an existing team member by using the Edit function from the ellipse menu.

Account Wide & Cross-Project
The minimum permission and access settings required to perform general account actions, access cross-project information, and conduct pre-project tasks.
Task Manager
|
Permission |
Access |
 |
Notes |
View Task Manager |
Any* |
Any |
✓ |
*Limitations apply to editing, completing, and creating new tasks |
Time Clock
|
Permission |
Access |
 |
Notes |
Clock In/Out |
Any |
Any* |
✓ |
*All or None project access provides full list of Prospect, Active, and Warranty projects to record time. Some project access limits available projects. |
Add Time |
Any |
Any* |
✓ |
Export |
Manage Time Clock |
All |
X |
|
Approve/Void Time |
Manage Time Clock |
All |
X |
|
View ALL Entries for ALL Users |
Manage Time Clock |
All |
✓ |
|
Edit Time |
Any* |
Any |
✓ |
*CoConstruct keeps an historical record of all changes made to time entries |
Push to QuickBooks |
Manage Time Clock |
All |
✓ |
|
Contacts + Leads
|
Permission |
Access |
 |
Notes |
View/Search/Filter Contacts |
View Contacts & Leads |
Any |
✓ |
|
Import/Create New Contacts |
Add/Edit Contacts & Leads |
Any |
✓* |
*Add new contacts/leads from the mobile app under Contacts
|
View Individual Records |
View Contacts & Leads |
Any |
✓ |
|
Edit Contacts/Lead Details |
Add/Edit Contacts & Leads |
Any |
✓ |
|
Delete Contact/Lead |
Admin* |
All |
X |
*This can only be done by Admin users |
Add/Edit Activities |
Add/Edit Contacts & Leads |
Any |
X |
|
Assign to/Complete Activities |
Add/Edit Contacts & Leads |
Any |
✓* |
*See and complete these under Tasks. Editing done on full site |
My Team |
Admin* |
All |
X |
*Only admin users can view, add, or edit my team users |
View Trade Partners |
Any |
Any |
✓* |
*View as part of larger contact list or filter by contact type |
Add New Trade Partners |
Any* |
Any |
X |
*Limitations apply to providing trade partners web access |
Give Trade Partners Web Access |
Any* |
Some** |
X |
*Only Admins can remove trades from projects **Project access limits ability to give trades access to all projects |
Edit/Delete Trade Partners* |
Add/Edit Contacts & Leads |
Any |
X |
*Limitations apply to fully deleting trade partners in order to maintain a record of actions and communications |
Templates
|
Permission |
Access |
 |
Notes |
View Cost Catalog |
View Financials |
Any |
X |
|
Add to Cost Catalog |
Edit Financials |
Any |
X |
|
Update Costs to Projects |
Edit Financials |
Some* |
X |
*Updating costs on Projects requires access to those projects |
Update Costs to Templates |
Edit Financials + Update Templates* |
Any |
X |
*Both must be present |
View Specs & Selections Templates |
Any* |
Any |
X |
*Once reach minimum of View Financials can see templates with budget amounts |
Edit Specs & Selections Templates* |
Edit Financials + Update Templates** |
Any |
X |
*Editing items, parameters, markup configurations, etc. **Both must be present |
Add New Specs & Selections Template |
Any |
Any* |
X |
*Requires access to a project to create a template from it |
View Proposal Templates |
View Financials + Update Templates* |
Any |
X |
*Both must be present |
Create & Edit Proposal Templates |
Any |
X |
Save & Preview Proposal Templates |
Any |
X |
Delete Proposal Template |
Admin |
All |
X |
|
View Schedule Templates |
Update Templates |
Any |
X |
|
Edit Schedule Templates |
Update Schedules + Update Templates* |
Any |
X |
*Both must be present |
Add/Copy/Rename/Delete Schedule Templates |
Update Templates |
Any* |
X |
*Requires access to a project to create a template from it |
Reports
|
Permission |
Access |
 |
Notes |
Run Reports |
*All |
Any* |
X |
*Access to certain reports dependent on permissions and project access |
Settings
|
Permission |
Access |
 |
Notes |
Personal* |
All |
Any |
X |
*This setting lives under a user's name |
Account > My Team |
Admin |
All |
X |
|
Warranty Sublists |
All |
Any |
X |
|
Files/Photos Labels |
All |
Any |
X |
|
Job Log Flags |
Admin |
All |
X |
|
Contacts & Project Groups |
Admin |
All |
X |
|
Other Settings |
View Financials |
Any* |
X |
*Team member ability to download project data dependent on their project access |
Custom Branding |
Admin |
All |
X |
|
Scheduling |
Update Templates |
Any |
X |
|
Estimating |
View Financials* |
Any |
X |
*View can only see the page but requires Edit Financials to make any changes |
Accounting |
Admin |
All |
X |
|
Trade Partners |
Admin |
All |
X |
|
Holidays |
Updates Schedules |
Any |
X |
|
Lead Intake Form |
All |
Any |
X |
|
Community
|
Permission |
Access |
 |
Notes |
Access Community Forum |
Update Templates
Edit Financials
Manage Time Clock
Admin
|
Any |
✓ |
Full list of permission requirements to access |
Projects
|
Permission |
Access* |
 |
Notes |
Add a project |
Any |
Some |
X |
|
Edit Project Name + Location |
Any |
Some |
X |
|
Change Project Phase |
Any |
Some |
X |
|
Adjust Financial Structure |
Admin* |
All |
X |
*While any user can set up financial structure, only Admins can change this setting once the project is created |
Change Update Clearer |
Any |
Some |
X |
|
Add Builders to Project |
Admin |
All |
X |
|
Add Trade Partners to Project |
Any |
Some |
X |
|
Add Clients to Project |
Add/Edit Contacts & Leads |
Some |
X |
|
Determine Client Access |
Any* |
Some |
X |
*Admin users can grant client access to the budget and non-Admin users can disable budget access BUT non-Admins cannot re-enable it |
Setup + Edit Client Alerts |
Add/Edit Contacts & Leads |
Some |
X |
|
Preview Client Side* |
View Financials |
Some |
X |
*Includes using eyeball icon on project |
Link Project to QuickBooks |
Admin |
All |
X |
|
Change Default Financial Labels |
Any |
Some |
X |
|
*In most cases, creating or editing project information requires access to that particular project or some projects.
Project Financials
The minimum permission and access settings required to view, create, edit, and share project financial details. Note that access to the individual project is required to complete any actions or view data.
Summary
|
Permission |
Access |
 |
Notes |
View |
Any* |
Some |
✓ |
*Level of pricing detail dependent on permissions |
Sync Data |
Edit Financials |
Some |
X |
|
Estimate
|
Permission |
Access |
 |
Notes |
View Estimate |
Edit Financials |
Some |
X |
|
Add/Edit Items |
Edit Financials |
Some |
X |
|
Copy Items to Template |
Edit Financials |
Some |
X |
|
Configure Markup, Margin & Tax |
Edit Financials |
Some |
X |
|
Export to QuickBooks |
Edit Financials |
Some |
X |
|
Proposals
|
Permission |
Access |
 |
Notes |
View Proposals |
View Financials |
Some |
X |
|
Create/Copy Proposals |
View Financials |
Some |
X |
|
Send Proposals |
View Financials |
Some |
X |
|
Delete Proposals |
View Financials |
Some |
X |
|
Navigate to Proposal Templates |
View Financials + Update Templates* |
Some |
X |
*Both must be presesnt |
Bids
|
Permission |
Access |
 |
Notes |
View Bids |
View Financials |
Some |
X |
|
Create/Edit Bid Requests |
View Financials |
Some |
X |
|
Award Bids |
View Financials |
Some |
X |
|
Push Bids to Estimate |
Edit Financials |
Some |
X |
|
Generate Purchase Orders |
Edit Financials |
Some |
X |
|
Cancel Bid Request |
View Financials |
Some |
X |
|
Purchase Orders
|
Permission |
Access |
 |
Notes |
View Purchase Orders |
View Financials |
Some |
✓ |
|
Create/Edit Purchase Orders |
Edit Financials |
Some |
✓* |
*Team members with View Financials can create and edit these from the mobile app |
Release Purchase Orders |
Edit Financials |
Some |
✓* |
*Requires minimum of Edit Financials to release from the mobile app |
Add Payments |
Edit Financials |
Some |
X |
|
Add Bills |
Edit Financials |
Some |
X |
|
Push Bills to QuickBooks |
Admin |
All |
X |
|
Revert Purchase Order to Draft |
Edit Financials |
Some |
X |
|
Receive Purchase Order Notifications |
View Financials |
Some |
N/A |
|
Change Orders
|
Permission |
Access |
 |
Notes |
Create/Edit Change Orders |
Edit Financials |
Some |
✓ |
|
View Change Orders |
Any* |
Some |
✓ |
*Level of pricing detail dependent on permissions |
Void Change Orders |
Edit Financials |
Some |
X |
|
Sync with QuickBooks |
Edit Financials |
Some |
X |
|
Budget
|
Permission |
Access |
 |
Notes |
View Budget |
View Financials |
Some |
✓ |
|
Export |
View Financials |
Some |
X |
|
Sync with QuickBooks |
Admin |
All |
X |
|
Enter Actuals |
Edit Financials |
Some |
X |
|
Add Notes |
Edit Financials |
Some |
X |
|
Invoices
|
Permission |
Access |
 |
Notes |
View Invoices |
View Financials |
Some |
X |
|
Create/Edit Invoices |
Edit Financials |
Some |
X |
|
Enable Payments on Invoices |
Admin |
All |
X |
|
Void Invoices |
Edit Financials |
Some |
X |
|
Resend Invoices |
View Financials |
Some |
X |
|
Push to QuickBooks |
Admin |
All |
X |
|
Project Management
The minimum permission and access settings required to view, create, edit, and share project schedules, tasks, comments, messages, and more. Note that access to the individual project is required to complete any actions or view data.
Schedule
|
Permission |
Access |
 |
Notes |
View Schedule (all views) |
Any |
Some |
✓* |
*A list and calendar views are available in mobile |
Complete Tasks |
Update Schedules |
Some |
✓ |
|
View Task Details |
Any |
Some |
✓ |
|
Add/View Comments |
Any |
Some |
✓ |
|
Create/Edit Tasks* |
Update Schedules |
Some |
✓ |
*Includes assigning users to tasks |
Copy from Template |
Update Schedules |
Some |
X |
|
Set Baseline |
Any |
Some |
X |
|
Hours
|
Permission |
Access |
 |
Notes |
View Hours |
Any |
Some |
✓ |
|
Specs & Selections
|
Permission |
Access |
 |
Notes |
View Scope of Work* |
Any |
Some |
✓ |
*Refers to seeing Specification, Client Info, and Trade Partner Info text fields |
View Spec & Selection Items with Budget |
View Financials |
Some |
✓ |
|
Add/Edit Items |
View Financials |
Some |
X* |
*Can add photos to items on the mobile app |
Delete Items* |
View Financials |
Some |
X |
*Delete only available in the absence of decisions, change orders, or a history of chocies |
Make Choices |
Edit Financials |
Some |
✓ |
|
Update Item Status* |
View Financials |
Some |
X |
*Includes locking an item |
View/Add Comments |
Any |
Some |
✓ |
|
View Change Log |
View Financials |
Some |
X |
|
Message + Questions
|
Permission |
Access |
 |
Notes |
Send Messages |
Any |
Some |
✓ |
|
Share Messages with Clients |
Any |
Some |
✓ |
|
Move Messages |
Any |
Some |
✓ |
|
Answer Client Questions |
Any |
Some |
✓ |
|
To-dos
|
Permission |
Access |
 |
Notes |
Create/Edit To-dos |
Any |
Some |
✓ |
|
Complete To-dos |
Any |
Some |
✓ |
|
Delete To-dos |
Any |
Some |
✓ |
|
Job Log
|
Permission |
Access |
 |
Notes |
View Job Log Entries |
Any |
Some |
✓* |
*Only view entries in the last 15 days |
Add/Edit Job Log Entries |
Any |
Some |
✓* |
*Unable to edit existing notes |
Share Entries with Clients |
Any |
Some |
✓ |
|
Files + Photos
|
Permission |
Access |
 |
Notes |
Upload Files + Photos |
Any |
Some |
✓* |
*Only upload photos |
Label & Describe |
Any |
Some |
✓* |
*Upon upload, use full web to edit |
Share with Clients and Trade Partners |
Any |
Some |
✓* |
*Upon upload, use full web to change |
Delete* |
Any |
Some |
X |
*Only team members with access to preview client side can delete client uploaded files/photos |
Warranty
|
Permission |
Access |
 |
Notes |
Create/Edit Warranty Requests |
Any |
Some |
✓ |
|
Complete Warranty Requests |
Any |
Some |
✓ |
|
Accept as Warranty |
Any |
Some |
✓ |
|
Decline as Warranty |
Any |
Some |
X |
|
Verify Warranty Request |
Any |
Some |
X |
|
Delete Warranty Request |
Any |
Some |
X |
|
*Note: Not all features are available on all CoConstruct plans.