Articles on: Onboarding

Users and Roles

Members


Figure 1: Members page in Account Settings



When you open the settings, you’ll land on the Members page.


Here you’ll see a list of each user in your company who’s using Elevation Advisor. For each person, you’ll find:

  • Role
  • Status (Active or Pending)
  • Email
  • Phone number
  • Organization
  • Date joined


Pending means the user has been invited but hasn’t activated their account yet.



User Roles

A quick guide for each available User Role is available here.


Feature / Section

Owner/Admin

Manager

Estimator/Sales

Sales

Accounting

Foreman/PM

Field

Dashboard

✅

✅

✅

✅

✅

✅


Proposals

✅

✅

✅

View Only

View Only



Projects

✅

✅

✅

✅

✅

No Budget $


Invoicing

✅

✅

✅

✅

✅



Smart Calendar

✅

✅

✅

View Only

View Only

View Only

View Only

Profit Genie

✅







Expenses

✅




✅



Labor

✅

✅



✅



Reporting

All

All

Materials Only

Materials Only

All



Materials

✅

✅

✅

✅

✅



Equipment

✅

✅

✅

✅

✅

View Only


Subcontractors

✅

✅

✅

✅

✅

View Only


Clients

✅

✅

✅

✅

✅

View Only


Settings

✅

✅






Time Reporting

Full

Full

Self Only

Self Only

Full

Full

Self Only

Updated on: 01/08/2026

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