Roles and permissions
Exactly what owners, admins, members and viewers can see and change.
Every person who signs in has one role in each company they belong to. To change a role, see Users and roles.
| Owner | Admin | Member | Viewer | |
|---|---|---|---|---|
| See clients, requests, quotes, jobs, invoices, payments, projects, catalog, inventory and the directory | ✓ | ✓ | ✓ | ✓ |
| See Insights | ✓ | ✓ | ✓ | ✓ |
| Create and edit clients, requests, quotes, jobs and invoices | ✓ | ✓ | ✓ | |
| Record payments | ✓ | ✓ | ✓ | |
| Create and edit projects and tasks | ✓ | ✓ | ✓ | |
| Log materials used and returned on site | ✓ | ✓ | ✓ | |
| Manage the catalog (add, edit, archive items) | ✓ | ✓ | ||
| Manage inventory items, receive and count stock | ✓ | ✓ | ||
| Manage departments and people in the directory | ✓ | ✓ | ||
| See and change hourly rates | ✓ | ✓ | ||
| Change company settings | ✓ | ✓ | ||
| Invite people, change roles and remove people | ✓ | ✓ |
The owner is the person who created the company. Owners can't be removed or have their role changed by an admin.
Your data stays in your company
Each company in Fylder is completely separate. People only ever see the data of the company they're currently signed in to, and switching companies from the account menu switches everything.