Team workspaces, roles, and approvals

Team features let multiple people work in the same QuoCAD workspace with role-based access, job assignment, shared materials, and audit visibility.

Roles

• Owner: controls the workspace, billing, team, and high-risk settings.
• Admin: manages team and business settings where permitted.
• Estimator: creates and edits jobs and quotes where permitted.
• Field: views assigned jobs and uploads photos.
• Viewer: reviews jobs and reports without broad editing permissions.

Set up your team

1. Upgrade to the Team plan if needed.
2. Open Settings → Team & users.
3. Invite team members.
4. Assign roles.
5. Review permissions.
6. Use job assignment where available.
7. Review the audit log for important workspace activity.

Access and security

• All team actions are scoped to your workspace.
• Invite links do not grant access to unrelated workspaces.
• Removing a user revokes their access to the workspace.
• Owner and admin-only actions are blocked for lower roles.
• Important team and admin actions are recorded in the audit log where available.