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Prime Ecosystem – Roles, Permissions & Users
Source: Prime › Administration › Roles (Ethos Building Pty Ltd). Captured 9 Oct 2026.
Notes:
- Module permissions list only the boxes that are ticked. "—" = no access to that module. "Admin" = Administration.
- No role has "Only My Allocations" or "Only My WHS Items" ticked.
- Additional Actions lists only ticked items, grouped by category.
- Users marked (Inactive) are inactive accounts still assigned to the role.
Summary
| # | Role | Description | Users | Last saved |
|---|---|---|---|---|
| 1 | Bookkeeper | Ethos Bookkeeper | 1 | Aaron Hair, 26 Feb 2026 |
| 2 | Claims Coordinator | Staff - full access to contacts | 4 | Scott Adderley, 24 Jun 2026 |
| 3 | Claims Team Leader | Claims Team Leader | 1 | Lucas Kidd, 24 Aug 2026 |
| 4 | Construction Manager | Construction Manager | 1 | Aaron Hair, 25 Feb 2026 |
| 5 | Contract Estimator | Contract Estimator | 6 | Andrew Badge, 25 Feb 2026 |
| 6 | Do Not Use | Accounts + Finance Integration | 0 | Gleidson Guilhem, 24 Feb 2026 |
| 7 | Do Not Use | National Service Manager | 0 | Gleidson Guilhem, 25 Feb 2026 |
| 8 | Do Not Use | No Roles | 0 | Gleidson Guilhem, 25 Feb 2026 |
| 9 | Do Not Use | Staff - full access to contacts (CAMs) + Bulk Update | 0 | Gleidson Guilhem, 24 Feb 2026 |
| 10 | Do Not Use | Staff - limited contact access (CS, RC, Est and PCs) + Access Data Centre | 0 | Gleidson Guilhem, 25 Feb 2026 |
| 11 | Estimator (desktop) | Estimator (desktop) | 4 | Gleidson Guilhem, 24 Feb 2026 |
| 12 | Estimator (field) | Staff - limited contact access (CS, RC, Est and PCs) | 7 | Andrew Badge, 27 Mar 2026 |
| 13 | Finance Manager | Accounts | 1 | Gleidson Guilhem, 25 Feb 2026 |
| 14 | Integrations | Administrator | 5 | Prime Admin, 22 Jul 2026 |
| 15 | Master Admin | Master Admin | 6 | Prime Admin, 22 Jul 2026 |
| 16 | National Customer Service Manager | National Customer Service Manager | 2 | Lucas Kidd, 24 Aug 2026 |
| 17 | National Estimating Manager | National Estimating Manager | 1 | Scott Adderley, 25 Jun 2026 |
| 18 | National Operations Manager | Administrator + Workflow change (Job) | 1 | Gleidson Guilhem, 25 Feb 2026 |
| 19 | National Restoration Manager | National Restoration Manager | 1 | Andrew Badge, 8 Oct 2026 |
| 20 | National Service Manager | National Service Manager | 1 | Gleidson Guilhem, 25 Feb 2026 |
| 21 | Onboarding Coordinator | Supplier management | 2 | Andrew Badge, 11 Jun 2026 |
| 22 | Project Manager | Project Manager | 1 | Andrew Badge, 24 Jul 2026 |
| 23 | Remote staff | Remote staff | 4 | Scott Adderley, 14 May 2026 |
| 24 | Restoration Coordinator | Restoration Coordinator | 1 | Lucas Kidd, 6 Jul 2026 |
| 25 | Restoration Supervisor | Restoration Supervisor | 3 | Andrew Badge, 11 Mar 2026 |
| 26 | Restoration Team Leader | Staff with Asset Mgmt Access | 1 | Lucas Kidd, 24 Jun 2026 |
| 27 | Restoration Technician | Trade | 7 | Henry Ennis-Thomas, 24 Jul 2026 |
| 28 | Restoration Technician with Estimating | Restoration Technician with Estimating Permissions | 0 | Andrew Badge, 1 Apr 2026 |
| 29 | State manager | State manager | 3 | Andrew Badge, 25 Feb 2026 |
| 30 | Supervisor (Desktop) | Staff - Make Safe Team (full access to contacts) + able to edit locked wos | 3 | Andrew Badge, 25 Feb 2026 |
| 31 | Supervisor (Field) | Supervisor (Field) | 10 | Gleidson Guilhem, 4 Mar 2026 |
Roles with No Users
- Do Not Use (Accounts + Finance Integration)
- Do Not Use (National Service Manager)
- Do Not Use (No Roles)
- Do Not Use (Staff - full access to contacts (CAMs) + Bulk Update)
- Do Not Use (Staff - limited contact access (CS, RC, Est and PCs) + Access Data Centre)
- Restoration Technician with Estimating
1. Bookkeeper
- Description: Ethos Bookkeeper
- Last saved: Aaron Hair @ 26 Feb 2026 4:06 pm
- Users (1): Ethos Bookkeeper
| Module | Permissions |
|---|---|
| Allocations | Admin, Edit, Report, View |
| Appointments | Admin, Edit, Reports, View |
| Community | Allow |
| Company | Admin, Edit, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Admin, Edit, View |
| Finance | Admin, Edit, Reports, View |
| Forms | Admin, Edit, View |
| Inventory | Admin, Edit, Reports, View |
| Job | Admin, Edit, Reports, View |
| Loss Schedule | Admin, Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Admin, Edit, Reports, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Admin, Edit, Reports, View |
| Reminders | Admin, Edit, Reports, View |
| Timesheets | Admin, Edit, Reports, View |
| WHS | Admin, Edit, Reports, View |
| Wizard | Admin, Edit, Reports, View |
Specific permissions: Restrict Contact Type Editing — can only edit: Subcontractor, Supplier, Site Contact, Customer
Additional actions:
- Estimates: Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount
- Job: Can Change Customer; Can Change Job Number; Unable To Delete Documents
2. Claims Coordinator
- Description: Staff - full access to contacts
- Last saved: Scott Adderley @ 24 Jun 2026 2:48 pm
- Users (4): Anna Pellizzer, Christina Yuen, Matilda Donovan, Stephanie Sofkarova
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | — |
| Company | Reports |
| Contacts | Admin, Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Location, Site Contact
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts; Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
3. Claims Team Leader
- Description: Claims Team Leader
- Last saved: Lucas Kidd @ 24 Aug 2026 11:31 am
- Users (1): Christine Chiu
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Admin, Edit, View |
| Community | Allow |
| Company | Reports |
| Contacts | Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Site Contact
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
4. Construction Manager
- Description: Construction Manager
- Last saved: Aaron Hair @ 25 Feb 2026 11:24 am
- Users (1): Andrew Hoiberg
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | Allow |
| Company | Reports |
| Contacts | Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Site Contact
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
5. Contract Estimator
- Description: Contract Estimator
- Last saved: Andrew Badge @ 25 Feb 2026 2:27 pm
- Users (6): Cheyne Luke (CE), James Watkin (CE), Jim Green, Michael Pratt (CE), Overflow Claims (CE), Tim Hallows (CE)
| Module | Permissions |
|---|---|
| Allocations | View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | View |
| Estimates | Edit, View |
| Finance | — |
| Forms | Edit, View |
| Inventory | — |
| Job | Edit, Reports, View |
| Loss Schedule | View |
| Maps | Allow |
| Moisture Schedule | View |
| Prime Data Centre | — |
| Prime Messenger | — |
| Prime Sync | Edit, View |
| Reminders | View |
| Timesheets | — |
| WHS | — |
| Wizard | — |
Specific permissions: Restrict Document Types
Additional actions:
- Allocations: Unable To Edit Allocation Work Order Items; Unable To Edit Allocation Work Order Items After Work Order Is Locked; Unable To Edit Allocation Work Order Rates; Unable To Lock Allocation Estimates If Profit Margin Below Target; Unable To Lock Allocation Estimates If Profit Margin Below Warning; Unable To Lock Allocation Work Orders; Unable To Lock Allocation Work Orders If Profit Margin Below Target; Unable To Lock Allocation Work Orders If Profit Margin Below Warning; Unable To Override Allocation Work Order Totals; Unable To Set Allocation Work Order Item Cost Price Greater Than The Linked Estimate Item Cost Amount; Unable To View Allocation Work Order Sell Rates
- Company: Hide User Inbox For Unread Emails/sms
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts; Unable To Edit Contact Status
- Estimates: Can Lock Estimates But Not Approve Or Reject The Outcome; Unable To Add Estimate Working Copy To PDF; Unable To Cancel Work Order; Unable To Cancel Work Order With Retention; Unable To Change Work Order Assigned; Unable To Edit Authorised Works Work Order Items; Unable To Edit Authorised Works Work Order Rates; Unable To Edit Work Order Items After Work Order Is Locked; Unable To Lock Authorised Works Estimates If Profit Margin Below Target; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning; Unable To Lock Authorised Works Work Orders; Unable To Lock Authorised Works Work Orders If Profit Margin Below Target; Unable To Lock Authorised Works Work Orders If Profit Margin Below Warning; Unable To Override Authorised Works Work Order Totals; Unable To Set Authorised Works Work Order Item Cost Price Greater Than The Linked Estimate Item Cost Amount; Unable To View Authorised Works Work Order Sell Rates
- Finance: Unable To Approve Accounts Payable Invoices; Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Approve Expenses; Unable To Cancel AR Invoice; Unable To Change Accounts Payable Invoice Status; Unable To Change Expense Status; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Approve Asset Expenses; Unable To Edit Rate Fields For Assets/inventory/storage
- Job: Unable To Delete Documents
- Timesheets: Unable To Approve Timesheets
6. Do Not Use (Accounts + Finance Integration)
- Description: Accounts + Finance Integration
- Last saved: Gleidson Guilhem @ 24 Feb 2026 1:23 pm
- Users (0): None
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, Reports, View |
| Community | Allow |
| Company | Edit, Reports |
| Contacts | Edit, View |
| Estimates | Edit, View |
| Finance | Admin, Edit, Reports, View |
| Forms | Edit, View |
| Inventory | — |
| Job | Edit, Reports, View |
| Loss Schedule | — |
| Maps | Allow |
| Moisture Schedule | Edit, Reports, View |
| Prime Data Centre | View |
| Prime Messenger | — |
| Prime Sync | — |
| Reminders | Admin, Edit, Reports, View |
| Timesheets | Admin, Edit, Reports, View |
| WHS | Reports, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Subcontractor, Supplier, Site Contact, Customer
Additional actions:
- Estimates: Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount
- Job: Can Change Customer; Unable To Delete Documents
7. Do Not Use (National Service Manager)
- Description: National Service Manager
- Last saved: Gleidson Guilhem @ 25 Feb 2026 9:56 am
- Users (0): None
Module permissions: None — every module unticked.
Specific permissions: None
Additional actions: Not enabled
8. Do Not Use (No Roles)
- Description: No Roles
- Last saved: Gleidson Guilhem @ 25 Feb 2026 9:56 am
- Users (0): None
Module permissions: None — every module unticked.
Specific permissions: None
Additional actions: Not enabled
9. Do Not Use (Staff - full access to contacts (CAMs) + Bulk Update)
- Description: Staff - full access to contacts (CAMs) + Bulk Update
- Last saved: Gleidson Guilhem @ 24 Feb 2026 1:31 pm
- Users (0): None
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | Allow |
| Company | Edit, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Edit, View |
| Job | Admin, Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Location, Site Contact
Additional actions:
- Allocations: Unable To Edit Allocation Work Order Items After Work Order Is Locked; Unable To Lock Allocation Estimates If Profit Margin Below Warning
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts; Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
10. Do Not Use (Staff - limited contact access (CS, RC, Est and PCs) + Access Data Centre)
- Description: Staff - limited contact access (CS, RC, Est and PCs) + Access Data Centre
- Last saved: Gleidson Guilhem @ 25 Feb 2026 11:13 am
- Users (0): None
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | Allow |
| Company | Edit |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, Edit, View |
| Job | Edit, View |
| Loss Schedule | — |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | View |
| Prime Messenger | Allow |
| Prime Sync | Admin, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Customer
Additional actions:
- Allocations: Unable To Lock Allocation Work Orders If Profit Margin Below Warning
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
11. Estimator (desktop)
- Description: Estimator (desktop)
- Last saved: Gleidson Guilhem @ 24 Feb 2026 9:39 am
- Users (4): Colin McKay (Inactive), Darryl Kinbacher (Inactive), Michael Hammelman, Rachel Hornhardt
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Reports, View |
| Forms | Edit, View |
| Inventory | View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Customer, Site Contact
Additional actions:
- Allocations: Unable To Lock Allocation Estimates If Profit Margin Below Warning
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve Accounts Payable Invoices; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
12. Estimator (field)
- Description: Staff - limited contact access (CS, RC, Est and PCs)
- Last saved: Andrew Badge @ 27 Mar 2026 10:32 am
- Users (7): Ben Gall (Inactive), Dan Alford, Erik Spiteri (Inactive), Grant Mills, Jim Green, Kayla Mailley, Theo Kastoras
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | — |
| Company | Edit |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Reports, View |
| Forms | Edit, View |
| Inventory | View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Customer
Additional actions:
- Allocations: Unable To Lock Allocation Estimates If Profit Margin Below Warning
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
13. Finance Manager
- Description: Accounts
- Last saved: Gleidson Guilhem @ 25 Feb 2026 10:29 am
- Users (1): Rachel Webb
| Module | Permissions |
|---|---|
| All modules | Full — every Admin / Edit / Reports / View / Allow box ticked (Company: Admin, Edit, Reports; Prime Data Centre: Admin, View) |
Specific permissions: Restrict Contact Type Editing — can only edit: Subcontractor, Supplier, Site Contact, Customer
Additional actions:
- Estimates: Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount
- Job: Can Change Customer; Can Change Job Number; Unable To Delete Documents
14. Integrations
- Description: Administrator
- Last saved: Prime Admin @ 22 Jul 2026 1:21 pm
- Users (5): Ethos Automations, Ethos Automations 2, Eziscan API, Kieran Yee, Megan Williams
| Module | Permissions |
|---|---|
| Allocations | Admin, Edit, Report, View |
| Appointments | Admin, Edit, Reports, View |
| Community | Allow |
| Company | Admin, Edit, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Admin, Edit, View |
| Finance | Admin, Edit, Reports, View |
| Forms | Admin, Edit, View |
| Inventory | Admin, Edit, Reports, View |
| Job | Admin, Edit, Reports, View |
| Loss Schedule | Admin, Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Admin, Edit, Reports, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Admin, Edit, Reports, View |
| Reminders | Admin, Edit, Reports, View |
| Timesheets | Admin, Edit, Reports, View |
| WHS | Admin, Edit, Reports, View |
| Wizard | Admin |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Location, Site Contact, Subcontractor, Supplier
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Can Edit AR Invoice Authorised Works Items; Can View/edit Cost Centre
- Job: Can Action Inbound Requests; Can Change Customer
15. Master Admin
- Description: Master Admin
- Last saved: Prime Admin @ 22 Jul 2026 1:21 pm
- Users (6): Aaron Hair, Andrew Badge, Andréa Fowler, Henry Ennis-Thomas, Lucas Kidd, Prime Admin
| Module | Permissions |
|---|---|
| All modules | Full — every Admin / Edit / Reports / View / Allow box ticked (Company: Admin, Edit, Reports; Prime Data Centre: Admin, View) |
Specific permissions: None (no contact-type restriction)
Additional actions:
- Company: Can View Company Calendar; Can View Single Sign On Administration; View/update Unassigned Emails/sms
- Finance: Can Edit AR Invoice Authorised Works Items; Can View/edit Cost Centre
- Job: Can Action Inbound Requests; Can Change Customer; Can Change Job Number; Can Change Workflow; Can Edit/delete Job History Notes/email/sms
16. National Customer Service Manager
- Description: National Customer Service Manager
- Last saved: Lucas Kidd @ 24 Aug 2026 11:30 am
- Users (2): John McKenzie (Inactive), Laura Westelynck
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Admin, Edit, View |
| Community | Allow |
| Company | Reports |
| Contacts | Admin, Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Site Contact
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
17. National Estimating Manager
- Description: National Estimating Manager
- Last saved: Scott Adderley @ 25 Jun 2026 1:24 pm
- Users (1): Matt Sleigh
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | — |
| Company | Edit |
| Contacts | View |
| Estimates | Admin, Edit, View |
| Finance | Reports, View |
| Forms | Edit, View |
| Inventory | View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Customer
Additional actions:
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
18. National Operations Manager
- Description: Administrator + Workflow change (Job)
- Last saved: Gleidson Guilhem @ 25 Feb 2026 11:27 am
- Users (1): Scott Adderley
| Module | Permissions |
|---|---|
| Allocations | Admin, Edit, Report, View |
| Appointments | Admin, Edit, Reports, View |
| Community | Allow |
| Company | Admin, Edit, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Admin, Edit, View |
| Finance | Admin, Edit, Reports, View |
| Forms | Admin, Edit, View |
| Inventory | Admin, Edit, Reports, View |
| Job | Admin, Edit, Reports, View |
| Loss Schedule | Admin, Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Admin, Edit, Reports, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Admin, Edit, Reports, View |
| Reminders | Admin, Edit, Reports, View |
| Timesheets | Admin, Edit, Reports, View |
| WHS | Admin, Edit, Reports, View |
| Wizard | Admin |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Location, Site Contact, Subcontractor, Supplier
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Can Edit AR Invoice Authorised Works Items; Can View/edit Cost Centre
- Job: Can Action Inbound Requests; Can Change Customer; Can Change Workflow
19. National Restoration Manager
- Description: National Restoration Manager
- Last saved: Andrew Badge @ 8 Oct 2026 11:40 am
- Users (1): Zeke D'Souza
| Module | Permissions |
|---|---|
| Allocations | Admin, Edit, Report, View |
| Appointments | Admin, Edit, Reports, View |
| Community | Allow |
| Company | Admin, Edit, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Admin, Edit, View |
| Finance | Edit, Reports, View |
| Forms | Admin, Edit, View |
| Inventory | Admin, Edit, Reports, View |
| Job | Admin, Edit, Reports, View |
| Loss Schedule | Admin, Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Admin, Edit, Reports, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Admin, Edit, Reports, View |
| Reminders | Admin, Edit, Reports, View |
| Timesheets | Admin, Edit, Reports, View |
| WHS | Admin, Edit, Reports, View |
| Wizard | Admin |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Contact Employee, Company, Location, Contact Office, Customer, Site Contact, Subcontractor, Supplier
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Can Edit AR Invoice Authorised Works Items; Can View/edit Cost Centre
- Job: Can Action Inbound Requests; Can Change Customer; Can Change Workflow
20. National Service Manager
- Description: National Service Manager
- Last saved: Gleidson Guilhem @ 25 Feb 2026 11:27 am
- Users (1): Enrique Renteria
| Module | Permissions |
|---|---|
| Allocations | Admin, Edit, Report, View |
| Appointments | Admin, Edit, Reports, View |
| Community | Allow |
| Company | Admin, Edit, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Admin, Edit, View |
| Finance | Edit, Reports, View |
| Forms | Admin, Edit, View |
| Inventory | Admin, Edit, Reports, View |
| Job | Admin, Edit, Reports, View |
| Loss Schedule | Admin, Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Admin, Edit, Reports, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Admin, Edit, Reports, View |
| Reminders | Admin, Edit, Reports, View |
| Timesheets | Admin, Edit, Reports, View |
| WHS | Admin, Edit, Reports, View |
| Wizard | Admin |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Location, Subcontractor, Supplier, Site Contact
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Can Edit AR Invoice Authorised Works Items; Can View/edit Cost Centre
- Job: Can Action Inbound Requests; Can Change Customer; Can Change Workflow
21. Onboarding Coordinator
- Description: Supplier management
- Last saved: Andrew Badge @ 11 Jun 2026 1:01 pm
- Users (2): Aimee Mansbridge, Tehniat Tanveer
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | — |
| Company | Admin, Reports |
| Contacts | Admin, Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, Edit, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | View |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | Admin |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Customer, Site Contact, Subcontractor, Contact Employee, Supplier
Additional actions:
- Allocations: Unable To Edit Allocation Work Order Items After Work Order Is Locked; Unable To Lock Allocation Estimates If Profit Margin Below Warning
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
22. Project Manager
- Description: Project Manager
- Last saved: Andrew Badge @ 24 Jul 2026 10:06 am
- Users (1): Dylan Cochrane
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, Reports, View |
| Community | Allow |
| Company | Reports |
| Contacts | Admin, Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Site Contact, Subcontractor, Supplier
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Can Edit AR Invoice Authorised Works Items; Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
23. Remote staff
- Description: Remote staff
- Last saved: Scott Adderley @ 14 May 2026 4:00 pm
- Users (4): Aileen Pangilinan, Ciara Aying, Dinalyn Ratificar, Ruby Laura Narciso
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Contact Employee, Contact Office, Customer, Location, Site Contact
Additional actions:
- Allocations: Unable To Edit Allocation Work Order Items After Work Order Is Locked
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts; Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Change Expense Status
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
24. Restoration Coordinator
- Description: Restoration Coordinator
- Last saved: Lucas Kidd @ 6 Jul 2026 2:09 pm
- Users (1): Moon Rahman
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Edit, View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Customer
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
25. Restoration Supervisor
- Description: Restoration Supervisor
- Last saved: Andrew Badge @ 11 Mar 2026 11:50 am
- Users (3): Brendan Kemsley, Oliver Tocker, Skye Heathfield
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Edit, View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Customer
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
26. Restoration Team Leader
- Description: Staff with Asset Mgmt Access
- Last saved: Lucas Kidd @ 24 Jun 2026 9:45 am
- Users (1): Ruby Selisky
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | Allow |
| Company | Reports |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, Edit, Reports, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, Reports, View |
| Prime Data Centre | — |
| Prime Messenger | — |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, Reports, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Location, Customer
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts; Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
27. Restoration Technician
- Description: Trade
- Last saved: Henry Ennis-Thomas @ 24 Jul 2026 10:39 am
- Users (7): Andrew Cerny, Clarissa White, Enrique Test Resto, Grant Smith, James Thurtell, Michael Rollens, Shaydin Perry (Inactive)
| Module | Permissions |
|---|---|
| Allocations | View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | View |
| Estimates | View |
| Finance | Edit |
| Forms | Edit, View |
| Inventory | Edit, View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | — |
| Prime Sync | — |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Document Types
Additional actions:
- Allocations: Unable To Edit Allocation Work Order Items; Unable To View Allocation Work Order Sell Rates
- Contacts: Unable To Edit Contact Status
- Estimates: Unable To Change Work Order Assigned; Unable To Edit Authorised Works Work Order Items
- Finance: Unable To Approve Accounts Payable Invoices; Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Change Accounts Payable Invoice Status; Unable To Change Expense Status; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
- Timesheets: Unable To Approve Timesheets
28. Restoration Technician with Estimating
- Description: Restoration Technician with Estimating Permissions
- Last saved: Andrew Badge @ 1 Apr 2026 1:36 pm
- Users (0): None
Identical to Restoration Technician except Estimates: Admin, Edit, View (vs View only).
| Module | Permissions |
|---|---|
| Allocations | View |
| Appointments | Edit, View |
| Community | — |
| Company | — |
| Contacts | View |
| Estimates | Admin, Edit, View |
| Finance | Edit |
| Forms | Edit, View |
| Inventory | Edit, View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | — |
| Prime Sync | — |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Document Types
Additional actions: Same as Restoration Technician (above).
29. State manager
- Description: State manager
- Last saved: Andrew Badge @ 25 Feb 2026 1:24 pm
- Users (3): Adam Noble (Inactive), Mathew Douthett, Paul Adicho
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | Allow |
| Company | Edit, Reports |
| Contacts | Edit, View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Admin, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | Admin, View |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Client, Company, Site Contact, Customer, Contact Office, Location, Contact Employee
Additional actions:
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage
30. Supervisor (Desktop)
- Description: Staff - Make Safe Team (full access to contacts) + able to edit locked wos
- Last saved: Andrew Badge @ 25 Feb 2026 2:29 pm
- Users (3): Felecia Blees, Latisha Calder, Nick Smith
| Module | Permissions |
|---|---|
| Allocations | Edit, Report, View |
| Appointments | Edit, View |
| Community | — |
| Company | Reports |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | Edit, View |
| Job | Edit, View |
| Loss Schedule | Edit, Reports, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Location, Customer
Additional actions:
- Allocations: Unable To Lock Allocation Estimates If Profit Margin Below Warning
- Company: Can View Company Calendar
- Contacts: Unable To Add Bank Details To New Contacts; Unable To Edit Bank Details Of Contacts; Unable To Edit Contact Status
- Estimates: Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning; Unable To Lock Authorised Works Work Orders If Profit Margin Below Warning
- Finance: Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
31. Supervisor (Field)
- Description: Supervisor (Field)
- Last saved: Gleidson Guilhem @ 4 Mar 2026 9:00 am
- Users (10): Bradley Ellis, Dan Alford, Dean McMillan, Jevon Cooke (Inactive), Kayla Mailley, Mark Hanna, Matt Hall, Ray Peuraca, Ryan Adams, Tarek Eletr (Inactive)
| Module | Permissions |
|---|---|
| Allocations | Edit, View |
| Appointments | Edit, View |
| Community | — |
| Company | Edit |
| Contacts | View |
| Estimates | Edit, View |
| Finance | Edit, Reports, View |
| Forms | Edit, View |
| Inventory | View |
| Job | Edit, View |
| Loss Schedule | Edit, View |
| Maps | Allow |
| Moisture Schedule | Edit, View |
| Prime Data Centre | — |
| Prime Messenger | Allow |
| Prime Sync | Edit, Reports, View |
| Reminders | Edit, View |
| Timesheets | Edit, View |
| WHS | Edit, View |
| Wizard | — |
Specific permissions: Restrict Contact Type Editing — can only edit: Site Contact, Customer
Additional actions:
- Allocations: Unable To Lock Allocation Estimates If Profit Margin Below Warning
- Contacts: Unable To Edit Contact Status
- Estimates: Can Lock Estimates But Not Approve Or Reject The Outcome; Unable To Add Estimate Working Copy To PDF; Unable To Change Work Order Assigned; Unable To Lock Authorised Works Estimates If Profit Margin Below Warning
- Finance: Can Edit AR Invoice Authorised Works Items; Unable To Approve AP Invoices If The Total Invoice Amount Exceeds The Work Order Amount; Unable To Cancel AR Invoice; Unable To Edit AR Invoice After PDF Has Been Generated
- Inventory: Unable To Edit Rate Fields For Assets/inventory/storage