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General

Getting Started
Account & Settings
Billing
FAQ

Features

Job Management
Scheduling
Mobile App
Estimates & Invoices
Payments
Tasks
Timesheets
Purchase Orders
Customers & Vendors
Emails
Reminders
Notes
Files
Integrations

User roles and permissions


Every Cinderblock user is assigned a role that controls what they can see and do in the app. There are three roles: Admin, Manager, and User.

Permissions are role-based, meaning everyone with the same role gets the same access. You can customize what each role can do at Company Settings > Users > Roles. Only Admins can change role permissions.

The three roles

Admin Full access to everything: jobs, customers, finances, timesheets, company settings, billing, and user management. Admins are the only users who can add or disable other users, manage billing, and change role permissions.

Manager Full access to day-to-day operations: jobs, customers, finances, timesheets, tasks, appointments, notes, files, and forms. Managers cannot access Admin-only settings like billing, user accounts, or integrations.

User A more limited role suited to field staff and technicians. By default, Users can:

  • View the jobs they’re assigned to (either by being directly assigned to the job, or by being assigned to a resource that’s linked to the job - e.g. an appointment that’s linked to a job)
  • Log their own time
  • View assigned appointments
  • View assigned tasks
  • Create notes
  • Upload files
  • Fill out forms

By default, Users have no access to finances (invoices, estimates, or purchase orders).

Default permissions by role

Feature Admin Manager User
Jobs Full access Full access View only
Customers & Vendors Full access Full access View only
Timesheets Full access Full access Log time
Tasks Full access Full access View when assigned
Appointments Full access Full access View when assigned
Notes Full access Create Create
Finances (Estimates, Invoices, and POs) Full access Full access No access
Files Full access Full access Upload
Forms Full access Full access Create
Company Settings Full access Full access No access
Admin Settings (Users, Billing, Integrations) Full access No access No access

Customize role permissions with the Build plan

The defaults above are a starting point. With the Build plan you can adjust the Manager and User roles to fit how your team works.

  1. Go to Company Settings > Users > Roles.
  2. Select the role you want to edit.
  3. Adjust the permissions and save.

Changes apply immediately to all users with that role.

Note: Admin-level settings; subscription billing, user account management, and integrations, are always restricted to Admins and cannot be reassigned to other roles.

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