Roles

How roles work

A role answers two questions for each module of BuildColab: can this person open it, and may they only look or also change things. A permission at View (Преглед) level lets the member open the section and read its data. Edit (Редакция) includes View and also lets them create, change and delete. A permission that is not in the role means no access: the sidebar entry stays visible with a padlock and opening it shows "You don't have access to this section".

• Every member has exactly one role. You set it when you invite the person and can change it later on the Employees screen.
• Roles are company-level: they apply across the whole company. Access inside one specific project is set separately in that project's Project team (Проектен екип). When a member is added to a project, their project access starts as a copy of their role.
• Changing a role's permissions takes effect for every member with that role straight away; open screens refresh within moments. It does not change the access members already have inside projects.
• Your plan sets a ceiling over every role. On the Free plan, permissions outside the Free set do not work for anyone, whatever the role says, and the role editor does not offer them.

The full list of permissions, with what each one allows, is in Permission reference.

Default roles

Every new company gets a set of ready-made roles. The company owner role is a system role; the others are ordinary roles that you can rename, change or delete like any role you create. Default role names appear in your app language; a default role you rename, and every role you create, shows its name exactly as typed in every language.

The exact permission matrix of the default roles is in Permission reference.

The Roles screen

Open Admin (Админ) → Roles (Роли). The header shows Roles with the subtitle "Identity and access management", the tabs Employees (Служители) and Roles, and the Add role (Добави роля) button. On the left is the list of roles; on the right, the details of the selected role.

1. The Employees tab returns to the member list.
2. Add role opens the panel for creating a role.
3. The role list shows every role except the company owner; the badge is the number of features the role has access to.
4. Edit role opens the selected role for editing.
5. Features and access lists each permission of the role with an Edit or View pill.

• The list shows one row per role with a shield icon, the role name and a badge. The badge counts the features the role has access to, not the number of members ("{count} features with access").
• The first role is selected when the screen opens. Click another row to see its details.
• The details card shows the role name, the same count, the Edit role (Редактиране на роля) button, and under Features and access (Функционалности и достъп) one row per permission the role has, with a green Edit (Редакция) or blue View (Преглед) pill. Permissions the role does not have are not listed.
• When there are no roles to show, the list says "No roles" (Няма роли).

How to create a role

1. On the Roles screen, click Add role (Добави роля). The panel Adding role (Добавяне на роля) opens on the right.
2. Type the name in Role name (Име на ролята), for example "Estimator".
3. Under Assigned access and features (Зададен достъп и функционалности), pick a permission in Choose feature (Избери функционалност) and its level in Choose access level (Избери достъпност): View or Edit.
4. Click the plus button (Add access, Добави достъп) to add another row, and repeat for every permission the role needs. Each permission can be used only once; the trash icon removes a row.
5. Click Save (Запази). The toast "Role created successfully" appears, the panel closes and the new role appears in the list.

1. Role name is required.
2. Choose feature lists the permissions your plan allows that are not used in another row yet.
3. Choose access level sets View or Edit for that permission.
4. The plus button adds another permission row.
5. Save creates the role.

How to edit a role

1. On the Roles screen, select the role in the list and click Edit role (Редактиране на роля).
2. Change the name in Role name, change the level of a permission, add rows with the plus button or remove rows with the trash icon.
3. Click Save changes (Запази промените). The toast "Role updated successfully" appears.

The change applies at once to every member who has the role, at company level. There is no confirmation step. When you edit a default role in English, the Role name field shows the stored Bulgarian name and a hint such as "Shown as "Manager" in this language." If you rename a default role, its name is no longer translated.

1. The hint under Role name shows how a default role's name appears in your language.
2. The Actions menu (three dots) holds Remove role.

How to delete a role

1. Make sure no member has the role. Change their roles on the Employees screen first.
2. On the Roles screen, select the role and click Edit role.
3. In the panel, open the Actions menu (three dots, top right) and click Remove role (Премахни роля).
4. The dialog "Confirm role changes" asks "Are you sure you want to remove the role {name}? This action cannot be undone." Click Confirm removal (Потвърди премахване), or Keep feature (Запази функционалност) to cancel.
5. The dialog "Change successful" confirms "The role {name} was successfully removed." Click Close (Затвори).

Messages on the Roles screen

Common questions

Related

• Permission reference
• Members, invitations and licences
• Project team and access
• Subscription, plans and billing