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Managing User Permissions

Learn how to view and update user permissions for a customer account in myBLDR

Permissions are grouped into categories that match the modules in myBLDR. Each category has its own set of options that can be turned on or off individually for a role. A checked box means the user in that row can perform the action listed in the column. To see each subcategory, expand the top category.

Update Permissions

To update permissions for a user:

  1. Go to the Crews module on the account.

  2. Select Roles & Permissions from the menu on the left.

  3. Select the arrow next to the module to update permissions for (for example, Documents). The permissions for that module expand.

  4. Select or clear the checkboxes for the specific functions you want to turn on or off (for example, Upload Documents).

Note: To update permissions, select the Can Edit Permissions checkbox under Crews permissions for the account.

Warning: Permission changes only take effect after the user's next login. If a change doesn't appear to apply, confirm the user has logged in since the update.

Available Permissions

Permissions are grouped into categories that match the modules in myBLDR. Each category has its own set of options that can be turned on or off individually for a role. To see each subcategory, expand the top category.

The following settings are nested:

  • Documents

    • Upload – Lets the user add new files to the Documents module.

    • View – Lets the user open and view existing files without editing them.

    • Edit – Lets the user modify existing files.

    • Delete – Lets the user permanently remove files.

    • Markup – Lets the user add markups, comments, or annotations to files.

    • Manage Folders & Access – Lets the user create and organize folders and control which folders other users can access.

  • Configure

    • View & Make Selections – Lets the user view and choose available selections for a home.

    • Lock Selections – Lets the user finalize selections so they can no longer be changed.

  • Build

    • View Framing Model – Lets the user view the framing model for a project.

  • Materials

    • Purchase – Lets the user buy materials directly from the platform.

    • View Quote, Orders & Deliveries – Lets the user see quotes, order history, and delivery status for materials.

    • Request Quote – Lets the user submit a request for a materials quote.

  • Schedule

    • Edit Tasks – Lets the user add, update, or reassign tasks on the schedule.

    • View Schedule – Lets the user see the schedule without editing it.

    • Delete Phases & Tasks – Lets the user remove phases and tasks from the schedule.

  • Budget

    • Send Bills to QuickBooks – Lets the user send billing information to QuickBooks.

  • Crews

    • View – Lets the user view crew information.

    • Edit – Lets the user modify crew information.

    • Can Edit Permissions – Lets the user change permission settings for other users.

    • Manage Notifications – Lets the user set up and adjust notification preferences for the account.

    • Create Roles – Lets the user create new user roles.

    • Edit Roles – Lets the user modify existing user roles.

    • Invite or Edit Crew – Lets the user invite new crew members or edit existing crew member details.

    • View Crew List – Lets the user see the list of crew members on the account.

Note: Some rows display Yes, No, or Partial instead of checkboxes. These values summarize the checkboxes for the roles listed beneath them and don't affect how permissions work. A checked box always means the user in that row can perform the action listed in the column.

For more information, see the About User Permissions topic.

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