Roles and Permissions

CE Pro uses role-based access control to determine what each team member can see and do. There are five built-in roles. Each role has a default set of permissions that you can customize. Go to Team --> Permissions to manage access.

The Five Roles

Owner (Purple Badge)

Full access to everything. Owners can manage billing, delete the organization, and control all settings. Every account needs at least one Owner.

Manager (Blue Badge)

Access to everything except billing management and organization deletion. Managers can invite team members, configure pricing, manage clients, and view all reports.

Sales Rep (Green Badge)

Can create and manage estimates, view clients, work the sales pipeline, and send messages. Cannot access billing, organization settings, or team management.

Crew Lead (Orange Badge)

Can view the job schedule, update job statuses, and see details for assigned jobs. Cannot create estimates or access settings.

Technician (Yellow Badge)

The most limited role. Can view today's schedule and update job status for assigned jobs. Cannot access anything else.

Permission Groups

Permissions are organized into groups. Each group controls access to a section of the app.

Dashboard and Analytics

• View the main dashboard
• View revenue analytics
• View service mix analytics
• View geography analytics
• View sales cycle analytics
• Export analytics data

Default access: Owner, Manager.

Jobs and Schedule

• View the schedule
• Create and edit jobs
• Assign crews to jobs
• Update job status
• View route optimization

Default access: Owner, Manager, Sales Rep, Crew Lead, Technician (view and status update only).

Estimates and Clients

• Create estimates
• Edit estimates
• Send estimates
• Delete estimates
• View client list
• Edit client records
• View pipeline

Default access: Owner, Manager, Sales Rep.

Communications

• Send SMS messages
• Send emails
• View message threads
• Access the messaging inbox

Default access: Owner, Manager, Sales Rep.

Services

These permissions cover specialized service modules:

• Holiday Lights — Create and manage holiday lighting proposals, inventory, and designs.
• Fleet — Create and manage fleet wrap proposals and vehicle inventory.
• Commercial — Create and manage commercial building proposals and the commercial pipeline.

Default access: Owner, Manager, Sales Rep (create and manage). Crew Lead (view assigned jobs only).

Administration

These permissions cover system-level settings:

• Operations — Manage inventory, locations, equipment, and quality checklists.
• Pricing — View and edit service pricing configuration.
• Team — Invite and remove team members, change roles.
• Marketing — Create and manage marketing campaigns and promotions.
• Billing — View and manage the subscription, payment methods, and invoices.
• Settings — Edit company information, integrations, portal settings, and brands.

Default access: Owner has full access. Manager has access to everything except Billing and organization deletion. All other roles have no access.

How to Customize Permissions

1. Go to Team --> Permissions.
2. Select a role from the list on the left.
3. The permission groups for that role appear on the right.
4. Check or uncheck individual permissions within each group.
5. Changes save automatically.

Warning: Only Owners can modify permissions. Managers can view the Permissions page but cannot make changes.

Default Permission Summary

Tips

• Start with the default permissions. Customize only when a team member needs more or less access than their role provides.
• Use Sales Rep for field estimators. They can do everything customer-facing without touching system settings.
• Crew Lead and Technician are designed for people who work in the field and only need schedule access.
• Review permissions quarterly. As your team grows, make sure access levels still match job responsibilities.