Product · Admin & Permissions

Configure once. Run everywhere.

The most under-rated feature in Groundwork is its permission model. Every screen in the platform is individually assignable to roles. Start from a sensible company default, then customize per person.

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Roles & permissions

Screen-level access. Not module-level.

Most CRMs give you two roles: admin and user. Groundwork gives you six by default, all configurable, all with per-screen granularity — because a service business is not two kinds of people.

  • Six default rolesOwner, Management, Sales, Estimator, Field, View-only.
  • Screen-level matrixGrant Pipeline but not Financial. Grant Reports but not Payments.
  • Company defaultsSet once as the baseline. Future hires start from there.
  • Per-person overrideCustomize any role for any individual when the case calls for it.
Roles & Permissions LIVE · SCREEN LEVEL
Owner
Full views
Mgmt
43 views
Sales
21 views
Estimator
7 views
View
4 views
View Access Matrix
View
Office
Sales
Estimator
View
Pipeline
Leads
Clients / Properties
Financial Overview
Invoices
Payments
Schedule
Work Orders
Field Mode
Audit Log
Approval Queue PENDING · 4 ITEMS
Change order · +$4,200
Aleman · Full landscape · Marcus (Sales)
Estimate discount · −15%
Grumley · Tree removal · Tyler (Sales)
Refund request · $340
Ozawa · Maintenance · Angela (Office)
Workflow, templates & audit

Automation without magic.

Groundwork's workflow engine lets you trigger tasks, emails, stage changes, and approvals from events across the platform — with a full audit log for compliance-conscious operators.

  • TemplatesReusable emails, checklists, forms, and estimates.
  • AutomationsTriggers → actions. Deal won → invoice draft. Overdue → escalation.
  • Approval QueueEstimates, change orders, and financial changes gated by approval.
  • Audit LogWho changed what, when, and from where. Immutable.
  • Access ModesCompany-wide policies: SSO, IP restrictions, 2FA enforcement.
  • IntegrationsQuickBooks, Google, Stripe, Twilio, Zapier, and open API.

Related in Product

All features
The complete capability list.
Read more →
Platform architecture
Data model, integrations, security.
Read more →
Security
How Groundwork protects your data.
Read more →
Roles overview
What each seat sees.
Read more →
Book a demo

The permission model that fits your real team.

Walk through your org chart with us — we will map it into Groundwork's access matrix in the demo.