0. Understanding Admin Roles, Project Roles, and Permissions

GoBuid uses different role types to control what each person can see and do. Some roles apply across the company account, while others apply only inside specific projects.

Use this article to understand the difference between account ownership, Admin Roles, Project Roles, and permissions.


In this article

How GoBuid roles work

GoBuid separates access into two main areas:

  • Admin Roles control company-level access, such as members, equipment, timesheets, and Admin Console settings.
  • Project Roles control what a member can do inside a specific project, such as tasks, reports, budgets, and documents.

A person can have both an Admin Role and one or more Project Roles.

Account Owner and Co-owner

Each account has one Account Owner. The Account Owner has full control over the company account.

The Account Owner can assign members as Co-owners. Co-owners have broad account access, including access to all projects, features, and the Admin Console. Co-owners can also manage account-level settings, depending on the permissions available to them.

Choose Co-owners carefully because they can access sensitive account and project information.

Admin Roles

Admin Roles apply across the company account.

They can control access to areas such as:

  • Admin Console
  • Members
  • Equipment
  • Timesheets
  • Company-level settings

Admin Roles are assigned when inviting a member or from the Members page.

Project Roles

Project Roles apply to specific projects.

They can control access to areas such as:

  • Tasks
  • Reports
  • Budgets
  • Documents
  • Project records

Project Roles are assigned when adding a member to a project or from the project member settings.

A member may have different Project Roles in different projects.

Default roles

GoBuid includes built-in Admin Roles and Project Roles.

Default Admin Roles include:

  • Owner
  • Co-owner
  • Admin
  • Member
  • Light Member

Default Project Roles include:

  • Manager
  • Internal
  • External
  • Light Member

Built-in roles cannot be deleted. Custom roles can be created when your team needs more specific access control.

Where to manage permissions

GoBuid allows flexible permission control by separating Admin Roles and Project Roles. This guide explains how they differ, where to manage them, and how to assign roles to your team.

⚠️ Permissions are only available in the WebApp.

Sign in to GoBuid WebApp. → Go to Permissions from the left sidebar in settings.

Only users with access (by default, Owner, Co-owner, Admin) can view or edit the Permissions page.

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