Why This Matters

Setting the right permissions keeps sensitive information secure while making sure your team can access exactly what they need to do their jobs.

Roof summary visibility is permission-based, giving organizations greater control over sensitive proposal data. Only users with the appropriate permissions can view roof summary details within proposals, helping maintain cleaner role-based access, protect internal pricing and measurement information, and ensure the right team members see the right data. Follow the steps below to enable the permission.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, open the "Users and Roles" dropdown and select "User Profiles".

Step 2

Click the "View Detail" icon beside your preferred user profile.

Step 3

Scroll down and click "Customers".

Step 4

Locate "View Roof Summary". Click the "Enable the permission" toggle to enable the permission.

Pro Tips

💡 Pro tip: Bookmark this page for quick reference when you need a refresher.
📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-07-23 · Source: How to Enable Permission for Roof Summary Visibility?