Users & Permissions
Manage team members and their user permissions.
Start here: Begin with Add a New User if you are setting up access for someone new.
Users & Permissions is where you manage team access in PaintScout.
This section helps you choose the right seat for each user and control what they can view or edit.
PaintScout uses three user types: Sales, Team, and Painter. Each type has a different default access level. You can also use custom permissions for more control.
Why Users & Permissions Matters
The right access setup keeps your account secure and your team efficient.
It also helps each user see the tools they need without adding extra complexity.
Use this section to:
Add or deactivate users.
Choose between Sales, Team, and Painter seats.
Adjust custom permissions for supported user types.
Review account ownership before making admin changes.
What you can manage
Sales users
Sales is the main seat for anyone who creates estimates, sells, or manages the business.
Use Sales for owners, sales reps, and estimators. Sales users can create and edit their own estimates, invoices and deals by default. However, they can also access records they are linked to in some way — i.e. through a sales event, task, or job.
You can also assign custom permissions for billing, user management, reports, exports, and full access to all other users' estimates and invoices.
See Sales User.
Team users
Team is for users who need broad visibility but do not create estimates or invoices from scratch.
Use Team for office staff, production managers, and coordinators. Team users can view documents across the account and help manage deals, events, tasks, contacts, companies, payments, and estimate sending.
See Team User.
Painter users
Painter is a field-focused seat for crew members and subcontractors.
Painter users get a simplified job view centered on assigned work orders. Access depends on whether the painter is set up as an employee or subcontractor and which permissions are enabled.
See Painter User.
Custom permissions
Custom permissions let you expand access for supported user types when default access is not enough. Use them to control things like billing access, user management, reports, exports, and cross-account visibility. Learn more in Custom Permissions.
Account ownership
Some account actions stay with the account owner. Review Account Ownership before changing billing settings or transferring ownership.
Tips
Match the seat to the user’s actual role, not just their job title.
Review permissions when someone changes roles or responsibilities.
Deactivate old users instead of leaving unused access in place.
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