LMN User Permissions at a Glance
Use this chart to decide which user type and permissions each team member needs. Go to Settings > Staff, select a person, then click Edit Staff Member.
1. Choose a user type
User type | Best for | Web app access | Crew app access | Permissions tab |
Office Staff / Crew Lead | Admins, estimators, operations managers, and Crew Leads who track time and submit timesheets | Yes, based on permissions | Yes. Job history access is adjustable. | Yes |
Crew Member | Field staff who don't track time or work with timesheets | No | Optional and read-only (schedule and job info). Can't punch in/out, record resources, upload photos, or edit timesheets. | No. Uses the Crew App Permissions panel instead. |
Each user type uses a different seat in your subscription. Check your Subscription Settings page for available seats.
2. Set permissions for Office Staff / Crew Lead users
Permission | Access levels | What the user can do |
Security Admin | Full Access / No Access | Create users and change anyone's permissions. Has access to all areas of LMN, so assign with care. |
Settings Admin | Full Access / No Access | View and change account settings. |
Budgeting | All Budgets / Only Their Budgets / No Access | View and edit all company budgets, only their own, or none. Users with no access can still use budgets in estimates. |
Estimating | All & Unlock Estimates / All Estimates / Default / No Access | All & Unlock: view and edit every estimate and unlock locked ones. All: view and edit every unlocked estimate. Default: only their own or assigned estimates. Requires CRM access. |
CRM | Full Access / No Access | Add leads and clients and edit their information. |
Price List | Full Access / No Access | Add and edit the cost and price database. Recommended for anyone with estimating access. |
Forms Library | Full Access / No Access | Download forms, policies, and procedures from the system library. |
Taxes | Full Access / No Access | Add and edit sales tax information. |
Accounting | Full Access / No Access | Sync estimates and payroll information to QuickBooks. Limit to a select few, such as your bookkeeper. |
Timesheet Approval | Full Access / No Access | Review and approve timesheets. |
Scheduling | Full Access / No Access | Use the scheduling tools. |
Add/Edit Jobs | Full Access / No Access | Add jobs and edit jobs in the Job List. |
Add & Manage Staff | Full Access & Wage Costs / Full Access / No Access | Add and manage staff. Full Access & Wage Costs also lets them view and change another user's Wage Costs tab. |
Reports | Full Access / No Access | View reports. |