Team & Access

The right access for every role.

Invite your team with private codes, give each person a role, and assign them to jobs. Everyone works from their own BUILT account and sees what their role allows.

Who it’s forOwners manage the team. An owner can authorize a manager to manage installers and front desk staff.

Team & Access demo: real BUILT screens with example data

Live demo of real BUILT screens with example data

How it works

What it does

There are three team roles under the owner. Managers can maintain team schedules and assign technicians to jobs. Front desk staff handle requests, messages, and quotes. Installers work the jobs assigned to them and see only those conversations. Owners can change roles, turn access off, or remove someone from the shop at any time, and only the owner sees financial reports and pay settings.

Inside the app

See it in action.

Scroll — the screen follows along.

  1. Invite and assign roles

    Create a private invitation for a Manager, Front Desk, or Installer.

  2. Permissions per person

    Each card shows the role and active assignments, with Save Permissions and Remove from shop.

  3. A view scoped to the role

    An installer’s Today shows the shop day for the work they’re part of.

Team screen with an invite role selector and Create Private Invitation button above a manager’s cardTeam roster cards for installers with role, active assignments and access controlsToday’s Schedule as seen by an installer, labeled Installer

Everyone sees what they need

Installers aren’t buried in shop-wide data, and financial details stay with the owner.

Clear ownership of each job

Assignments connect each job to the people doing the work.

Safe changes when people move on

Remove access in one step while the job history they contributed to stays intact.

Good to know

Clear about what it does today.

  • Only the owner can appoint managers or view financial reports and pay settings.
  • Front Desk quotes with a discount stay private drafts until an Owner or Manager approves them.

See BUILT in action

Bring your shop into the picture.

Walk through the tools, explore your workflow, and talk about what fits your business.

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