As an admin, you can add and remove employees from your organization in Materio. When you add them to your Materio account through your contacts page, you can control what level of access they have. What team members are able to do within a project is determined by the permissions those team members have in the contacts page. To change the actions and permissions an employee has in a project, you must make these permission edits in your contact page.
See below for descriptions of the different levels of permissions:
Everyone has some level of access to projects and several additional roles over company resources like reports, invoices, and contacts. Below, we'll explain each one specifically:
Company Permissions
Admin users are at the highest permission level, able to control who has access to Materio and what permissions they have. They can add and remove users and control their billable rates. They also control integrations such as the Quickbooks sync.
12/2023 Update: Admin users are the only users who can view the Financial Performance tab to see project profitability.
View Reports allows users to see detailed financial reports such as Cost Reports and detailed time logs, including billable and cost rates.
Billing allows managing client invoices and payments and the Stripe payment processor integration. They can see individuals' hourly rates when they create invoices.
Manage Leads allows users to create an intake questionnaire, handle incoming leads, and send contracts.
Project Permissions
Restricted View (No Financials) is the most limited access, ideally suited for field workers who need to see the scope of work and focus on project production.
View Only allows a user to see all information about the project but not edit its details.
Full Edit Access is ideal for project managers, designers, or superintendents. These users can run the project, communicate with clients, manage costs, run procurement, create change orders, and manage the selection process.