Open team management
Use company-administrator access.
Installer company administrators managing their team.
Company administrators manage their own company. Sales and company administrators can create and publish proposals; the other listed client roles can read them.
Company administrators manage their own company's team. Assign sales, designer, engineer/reviewer, operations or read-only roles, with company-scoped proposal access. Sales and company administrators can create and publish proposals; the other client roles can read them.
Use company-administrator access.
Assign the appropriate available team role.
Confirm who can read, create and publish company proposals.
Illustrated workflow. These cards explain the process; they are not screenshots of a customer project.
Company-scoped roles align access with responsibilities and keep another company’s work separate. They also make publication authority explicit.
A company administrator assigns sales access to a salesperson and read-only access to a teammate who needs to review the same company’s proposals.
Role names do not activate unavailable tools. Designer and engineer roles prepare for the forthcoming CAD workspace.
Existing company isolation and publication permissions remain in place.
Bring your current workflow and the handoff that needs attention. We can discuss the available feature, appropriate access and relevant survey services.
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