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App User Permissions

The table below provides an overview of the actions available in the Level web and mobile app, along with the permissions associated with each user's role.

Company Owner

Bookkeeper

Company Admin

Crew

SHOEBOX
View items
Add notes
Assign to projects
Delete items
Drag and drop items into Shoebox
CUSTOMERS
Add Customers
Edit Customers
View Projects associated with Customers
View Leads associated with Customers
Add Lead to Customers
LEADS
Add Leads
Edit Leads
Delete Leads
Convert Leads
Export CSV
View Stats
CALENDAR
View "My Projects"
View "My Shifts"
View "My Tasks"
View "Managed Tasks"
View "Managed Shifts"
View "Company-Wide Projects"
View "Company-Wide Tasks"
View "Company-Wide Shifts"
PROJECTS
View "My Active" projects (assigned to user)
View company-wide projects
View "Archive" projects (assigned to user)
View all archived projects
Add a project
Open all projects
Open projects assigned to user
Change view to Templates
Create project from template
Project View
Can edit individual crew's pay rate and labor burden
Add content (see content options below)
View project feed - ALL content added by users
View project feed - can only view financial items and time tracking added by the user
View project feed - can view all content added by all users EXCEPT financial items and time tracking of other users
View project Scoreboards
Feed
Edit feed content added by you
Edit feed content added by other users
Split feed content added by you
Split feed content added by other users
Move feed content added by you
Move feed content added by other users
Add comments to Feed items
Delete feed content added by other users
Delete feed content added by you
Download feed content added by other users
Download feed content added by you
Subprojects
Create subprojects
Edit subprojects
Delete subprojects
Export Receipts/Bills from subprojects
View all subprojects within project
Access all subprojects
Access subprojects assigned to user
Add content to subprojects
Tasks
Add Tasks
Edit Task
Add comments to Tasks
Mark Task as Complete (any user - assigned or not)
Delete Task
Docs
Add Doc
Edit Doc
Download Doc
Delete Doc
View all Docs added by users
Edit Docs added by other users
Download Docs added by other users
Delete Docs added by other users
Shifts
View "My Shifts"
View "All Shifts"
Chat
Send messages
Receive messages
View messages from all users assigned to project
Project Options
Refresh Content
Edit Project
Export Receipts/Bills
Save as Template
Archive Project
Delete Project
Add Project Content
Financial
Expense
Income
Check in/out
Check in/out other users
Other
Video
Text Note
Picture(s)

All above content posts to the project feed | All below content posts to their assigned section of the project

Task
Sub-project
Pdf
Shift
SCOREBOARDS
View company Scoreboards
Edit Account Mapping for Breakeven
Messages
Add a conversation
Send messages to all projects
Send messages to projects the user is assigned to
Go to Project from messages
One-to-one messages
Leave one-on-one conversations
CREW
View all crew member names & usernames
View all crew member names, usernames, info & pay rate
Edit crew members
Edit crew members pay/labor burden
Assign Company Admin status
Assign Company Owner status
Level Support
Revoke Company Admin Status
Revoke Company Owner Status
Level Support
Remove crew
Export
Show Removed Users
Manage Crew Invites
Manage user access for MazumaGo credit cards
Time Tracking
ADMIN
Access to all Admin tools
Receipts & Bills
Invoices & Payments
Manage Projects
Export CSV
View Stats
Add a Project
Delete a Project
Archive a Project
Edit a Project
Leads
Export CSV
View Stats
Add a Lead
Delete a project
Edit a project
Update Lead Status
Manage Questions
Add a new question
Edit questions
Archive questions
SETTINGS
View company settings
Edit company settings
View personal settings
Edit personal settings
Manage QBO connections
Manage QBO sync settings
Manage bookkeeping alerts
Manage MazumaGo settings
OVERALL tab
PROJECT tab
MY VIEW tab
Hours Worked tile
Tasks Completed tile
Total Expenses tile
View "Labor Cost" tile
View "Receipt/Bill Total" tile
Total Received tile
OVERALL, PROJECT, and MY VIEW tabs are accessible
Add receipt or bill
Split receipt or bill
Edit receipt or bill
Delete receipt or bill
View receipt or bill
Add Labels
Download selected items
Export data to spreadsheets
View Stats
Can check the box for Is Recorded?
Can check the box for RFI Req'd
Add time entry
Edit time entry
Delete time entry
Move time entry from one project to another
Set Pay Period
Export data to spreadsheets
View Stats
Add invoice or payment
Split invoice or payment
Edit invoice or payment
Delete invoice or payment
View invoice or payment
Add Labels
Download selected items
Export data to spreadsheets
View Stats
Can check the box for Is Recorded?
Can check the box for RFI Req'd
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