Team & Access
Manage team members, roles, permissions, and hourly rates
Invite a new team member
Invitation expires in 7 days
6
Active Members
1
Pending Invite
5
Roles Defined
$45–85
Hourly Rate Range
Team Members6 active · 1 pending
| Member | Role | Hourly Rate | Status | Last Active | Actions |
|---|---|---|---|---|---|
AR Alex Rivera alex@summitcustoms.com |
Owner | $85/hr | Active | Just now | |
KK Kevin Kim kevin@summitcustoms.com |
Manager | $55/hr | Active | 12 min ago | |
RT Ryan Torres ryan@summitcustoms.com |
Builder | $55/hr | Active | 1 hr ago | |
MM Marcus Martinez marcus@summitcustoms.com |
Builder | $45/hr | Active | 3 hrs ago | |
DD Daniel Davis daniel@summitcustoms.com |
Builder | $50/hr | Active | Yesterday | |
SS Susannah Stevens susannah@summitcustoms.com |
Accountant | $30/hr | Active | 2 days ago | |
LW Lisa Wang lisa@summitcustoms.com |
Sales | — | Pending | Invited Feb 12 |
Permission Matrix
Default permissions by role. Click any cell to customize. Custom roles inherit from the nearest base role.
| Permission | Owner | Manager | Builder | Sales | Accountant |
|---|---|---|---|---|---|
| Pipeline & Projects | |||||
| View pipeline | ✓ | ✓ | ✓ | ✓ | — |
| Create / edit projects | ✓ | ✓ | — | ✓ | — |
| Move projects between stages | ✓ | ✓ | — | — | — |
| Log time | ✓ | ✓ | ✓ | — | — |
| Upload progress photos | ✓ | ✓ | ✓ | — | — |
| Proposals & Invoices | |||||
| Create / edit proposals | ✓ | ✓ | — | ✓ | — |
| Send proposals to clients | ✓ | ✓ | — | ✓ | — |
| View invoices | ✓ | ✓ | — | View | ✓ |
| Create / send invoices | ✓ | ✓ | — | — | — |
| Approve payments | ✓ | ✓ | — | — | View |
| CRM & Communication | |||||
| View / edit contacts | ✓ | ✓ | — | ✓ | — |
| Send messages | ✓ | ✓ | ✓ | ✓ | — |
| Send campaigns | ✓ | ✓ | — | ✓ | — |
| Financials & Analytics | |||||
| View revenue / P&L | ✓ | ✓ | — | — | ✓ |
| View team rates / costs | ✓ | ✓ | — | — | ✓ |
| Dashboard analytics | ✓ | ✓ | — | View | ✓ |
| Administration | |||||
| Manage team members | ✓ | — | — | — | — |
| Edit roles & permissions | ✓ | — | — | — | — |
| Configure settings | ✓ | ✓ | — | — | — |
| View audit log | ✓ | ✓ | — | — | — |
Activity Log
Alex Rivera invited Lisa Wang as SalesFeb 12, 4:38pm
Kevin Kim updated project status for Nakamura Dining Set → In ProductionFeb 12, 2:15pm
Ryan Torres logged 3.5 hrs to Nakamura Dining Set — Joinery & AssemblyFeb 12, 11:45am
Alex Rivera changed Kevin Kim role from Builder → ManagerFeb 11, 9:22am
Susannah Stevens viewed Invoice #INV-2026-018Feb 11, 8:50am
Marcus Martinez uploaded 2 progress photos to Henderson CredenzaFeb 10, 4:12pm