This improvement lets you manage who can view or edit specific pages in Settings, such as Job Types or Project Settings, based on role. It supports least-privilege access.
What's changing with granular Job, Project and External Communications Settings permissions?
Previously, access to all Settings pages was controlled by a single broad permission. That meant anyone with access could view and change any settings. Now, Administrators can allow or restrict access by page. For example, you can let some roles edit Job Types but not edit Project Settings.
Before and After
Before (Current)
Go to the Edit Role Permissions page.
Turn on Access Settings for any role that needs to manage Jobs or Projects.
All roles with this setting can see and change all Job and Project pages.
No way to allow view-only or restrict just one page.
Impact: Overexposure to sensitive settings; no way to assign limited access per role.
Try the current workflow in your account.
After
Go to the Edit Role Permissions page.
Use the new checkboxes to turn on or off access for:
Job Type Settings
Project Statuses Settings
Project Types Settings
Project Settings
External Communications Settings
Give view or edit access per page, per role.
Save changes.
Impact: You control exactly which roles can view or manage each settings page.
Test the changes in the NEXT environment.
Who uses this feature
All business types
Administrators, office employees
Region availability: All regions
How it works for your industry
Residential Service and Replacement
Administrators can set permissions so a dispatcher can view Project Statuses to track job phases, but only the manager can edit the list.
Administrators can set permissions so an office employee can review Job Types to assign to new bookings without risk of changing them.
The General Manager restricts External Communication settings to themselves to manage sensitive client messaging.
Commercial Service and Replacement
Administrators can set roles assigned to large accounts the ability to view Project Types but only the operations lead can make changes.
Administrators can set permissions so supervisors can check but not modify Project Settings to ensure process consistency.
Administrators can set External Communication tools so they are restricted to executives to control external messaging.
Residential Construction
Administrators can set permissions so team leads can view Job Types and Project Settings but can't adjust Project Statuses or Types without approval.
Administrators can set permissions so site supervisors are allowed to manage Project Types to better align job planning with construction phases.
You can keep External Communication templates locked down to leadership only.
Commercial Construction
Administrators can set permissions so project coordinators manage Project Statuses and Types but don't have access to Job Types.
Administrators can set permissions so only the senior project manager can update Project Settings for multi-phase developments.
Administrators can set External Communication tools so they are restricted to executives to control external messaging.
How to Prepare
Review the new permissions:
Project Settings Setting: Allows the user to manage Project Settings
Project Statuses Setting: Allows the user to manage the list of available project statuses
Project Types Settings: Allows the user to manage the list of available project types
Job Type Settings: Allows the user to view job type settings
External Communications Settings: Allows the user to manage External Communication settings
Confirm which roles need access to each Settings page, and assign the new permissions to each role as needed.
Align internal policies around who can edit sensitive settings like External Communications.
Check that each affected role has the right combination of view or manage permissions.
Resources
Knowledge Base topic: Set permissions for an employee or technician role