Team & Permissions

ScopeShift has seven user roles, each with different levels of access:

Director — Full access to everything. Can manage users, billing, projects, and all VOs. Can approve high-value VOs.

Project Manager — Manages assigned projects. Can create and manage VOs, assign work, and view project reports.

Site Manager — Manages on-site work. Can update VO status, add photos, and mark work as complete.

Commercial — Handles pricing and financial aspects. Can price VOs, generate reports, and manage submissions.

Operative — Basic access. Can view assigned VOs and update progress on allocated work.

Subcontractor — Limited portal access. Can submit VOs and track their approval status.

Admin — System administration access. Can manage users and company settings without full Director permissions.

Directors can invite new users from Admin > Users by entering their email address.

New users receive an email with temporary login credentials.

To remove a user, go to Admin > Users and deactivate their account. Their data and audit history are preserved.

Access is controlled at two levels: role permissions and project assignment.

Directors see everything. Other roles only see projects they are assigned to.

Certain features (like billing management and user administration) are restricted to Directors only.

ScopeShift supports TOTP-based two-factor authentication for additional account security.

Users can enable 2FA from their account settings using any authenticator app (Google Authenticator, Authy, etc.).

Directors can enforce 2FA for all users in the company from Admin > Security Settings.