PaintScout has three user types: Sales, Team, and Painter. Each type has different default access. You can turn on extra permissions to customize each user's access to align more closely with their role.
To invite someone new, see Add a New User.
Sales User
Use Sales for owners, estimators, and sales reps. Sales users can create and edit their own estimates, invoices and deals by default (though they can also access records they are linked to in some way— i.e. through a sales event, task, or job).
Non-owner Sales users can also get extra permissions based on their role.
Custom permissions:
Access to edit account settings.
Access to view billing, edit user management and user permissions.
Access to all documents and records.
Access to reports.
Ability to export data.
See Sales User for a full breakdown of this user type.
Team User
Use Team for office staff, production managers, and coordinators.
Team users can view records across the account and take limited action on estimates and invoices. They do not create estimates or invoices from scratch.
Custom permissions:
Access to edit account settings.
Access to view billing, edit user management and user permissions.
Access to dashboard.
Access to reports.
Ability to export data.
See Team User for a summary of this user type.
Painter User
🔒 This user type is currently in beta and requires the paid Operations Add-on.
Painter is a field-focused user type for crew members and subcontractors. Painter permissions depend on whether the user is set up as an employee or subcontractor.
Custom permissions:
View client information.
View job value and prices.
Add/view payments.
Add additional work.
Add/view tasks, notes, and files.
Painter users never get access to account settings, reports, pipelines, or the dashboard.
See Painter User.
How to edit permissions
1. Go to Account Settings → Billing → User Management.
2. Open the user menu.
3. Click Edit permissions.
4. Turn the permissions you want on or off.
5. Click Save.