Invite anyone to a project in four fields. Internal staff get the role their job needs. Clients, consultants and inspectors get read-only by default, with financials shown at the level you choose. Every action in the system carries the permission that allowed it.
Team access, Block A
Role-based permissions, 4 members, 1 pending
| Member | Role | Sees | Status |
|---|---|---|---|
| J. KariukiInternal | Project Manager | Full access | Active |
| A. MwangiInternal | Quantity Surveyor | BOQ and cost | Active |
| S. MwitaInternal | Site Foreman | Progress only | Active |
| Client viewExternal | Viewer | Read-only dashboard | Active |
| qs@consultant.co.keExternal | Financial Viewer | BOQ, summaries, reports | Invited 2 days ago |
The problem
Everyone is right about their own file.
What it does
Four things the module does so the numbers stay shared and the rates stay private.
Type, email, role, message. Choosing a role shows one plain sentence of what that person will see. External invites default to Viewer, internal to Collaborator. Ten seconds, then the email goes out.
Invite collaborator
They get access to this project
Type
Role
Financial Viewer can see the BOQ, budget summaries and financial reports. Cannot edit anything.
Message
Owner, Admin, Financial Viewer, Collaborator and Viewer out of the box, plus custom roles built from individual permissions when a firm needs a site agent who can log progress but not see rates.
Owner
Everything, including billing and removing members. Cannot be removed.
Admin
Everything except billing. Can invite and manage the team.
Financial Viewer
BOQ, budget summaries and financial reports. No edits.
Collaborator
Records progress, raises requisitions, comments. No rates.
Viewer
Read-only dashboard, no financials.
Site Agent, Block A
Progress entries and the site diary only. Built from 6 permissions.
Financial visibility at none, summary or detailed. Access scoped to specific bills. Time-boxed access that expires on its own. Deactivate with a reason, reactivate later. The project owner can never be removed by mistake.
qs@consultant.co.ke
External, Financial Viewer, invited by J. Kariuki
A read-only link to the schedule for the Engineer or the client. No account, no download, and it can be revoked.
Share the programme
Read-only, no login required
Questions
For project access, yes, they create a login from the invitation email. The schedule share link needs no login.
Internal users are unlimited. External collaborators are capped by plan, and the number is on your order form.
Deactivate with a reason and their access ends immediately. Reactivate later if needed. The owner cannot be removed.
Message us with how many projects you are running. You get a reply the same working day.