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Custom Role Definitions & Permissions

Define exactly what each team member can see, create, edit, or approve.

Pro Feature

Not everyone on your team needs access to everything. SCOPE's role system lets you define exactly what each position can view, create, edit, or approve — from field techs who should only see their assigned jobs, to estimators who can build proposals but not sign them, to principals who need the full picture including financials. Roles are reusable: assign one to a team member and they inherit the right permissions instantly.

Read the full guide in Help Center →
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