> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/account-settings/users-and-permissions/painter-user.md).

# Painter User

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

## What is a Painter Account? <a href="#h_7df9081f38" id="h_7df9081f38"></a>

A Painter account is a purpose-built seat type designed for field workers — painters, crew members, and subcontractors. Painters get a clean, focused view of their assigned jobs and work orders without all the extra details that are included with a full PaintScout account.

{% hint style="info" %}
**Painter accounts are currently in beta and free of charge.**

If you don’t see it available in your account, please email <product@paintscout.com> to have it enabled.
{% endhint %}

<figure><img src="https://downloads.intercomcdn.com/i/o/rgy8kelc/2351430040/c660ffd0e13b7a5b9626d4a35996/Painter+Account+-+v3.png?expires=1779926400&#x26;signature=de43bfd35a63741104d82b80712d62d385b7bee71d1bae46a1014072d02efb09&#x26;req=diMiF819nYFbWfMW3nq%2BgVE7eRbvxogp6PeaB%2Bne7v9aeYPz2o%2FSxRoZlSLF%0AO3J2kGkXg0yWdWzE%2Bxn8pL2qHP0%3D%0A" alt=""><figcaption></figcaption></figure>

***

## What Painters See <a href="#h_e1a18aaf7c" id="h_e1a18aaf7c"></a>

Painter accounts are organized around a **timeline view**. Painters can see last week, this week, and next week only — nothing beyond that.

When a painter is assigned to a job, they receive an email notification and the job appears on their schedule automatically.

<figure><img src="https://downloads.intercomcdn.com/i/o/rgy8kelc/2351433318/09829c8969dc320e20e65a859f4e/Screenshot+2026-05-04+at+3_51_40%E2%80%AFPM.png?expires=1779926400&#x26;signature=25749321f1f2a45b1678d6ec81ec9a4c40736af88cac08d2cf278544a1dc258d&#x26;req=diMiF819noJeUfMW3nq%2BgWEcorXI8bFd7CYTHSHd%2B0wHzETRWY1TK%2B1rTqCe%0AMzQer1W8C2UcnnucRxxYRgQV0xU%3D%0A" alt="" width="375"><figcaption></figcaption></figure>

### Work Orders <a href="#h_4d0abaea92" id="h_4d0abaea92"></a>

Each job has a work order focus. A few things to know:

* The work order from the **invoice** is used by default
* If no invoice exists yet, the **estimate** work order is shown — and automatically swaps to the invoice work order once one is created
* Work orders are always displayed in **area view** for painter accounts
* Invoice number, date, and status are removed — painters only see what's relevant to the job

***

## Custom Permissions <a href="#h_8448340495" id="h_8448340495"></a>

What a painter can see and do beyond the basics depends on their **custom permissions**. These are set when the user is first added, based on whether they're an **in-house employee** or a **subcontractor** — but can be changed at any time. [Learn more about custom permissions >](/support/account-settings/users-and-permissions/user-permissions.md)

<figure><img src="https://downloads.intercomcdn.com/i/o/rgy8kelc/2351435992/8ee26f9d662538752fc30b254bc6/Screenshot+2026-05-04+at+3_53_02%E2%80%AFPM.png?expires=1779926400&#x26;signature=a832cb736a675cf861bd652ae5183ebeed30482b9500c2f244af0e64ddfbb464&#x26;req=diMiF819mIhWW%2FMW3nq%2BgTxpOBeF%2BVfsM47HiXkqP7na07jVySnkaBr8J8M5%0ACu5wk55cLNhzHc7aYiUVQoRuP3c%3D%0A" alt="" width="563"><figcaption></figcaption></figure>

### In-House Employee <a href="#h_ba1a5c66d0" id="h_ba1a5c66d0"></a>

Intended for painters who are part of your core team and should have full visibility into the job.

| Permission                                   | Default |
| -------------------------------------------- | ------- |
| View client information (name, email, phone) | ✅ On    |
| View job value and prices                    | ✅ On    |
| Add/view payments                            | ✅ On    |
| Add additional work                          | ✅ On    |
| Add/view tasks, notes, and files             | ✅ On    |

### Subcontractor <a href="#h_ac3a8802d1" id="h_ac3a8802d1"></a>

Intended for painters who are external to your business and should have limited visibility into client and financial details.

| Permission                                   | Default |
| -------------------------------------------- | ------- |
| View client information (name, email, phone) | ❌ Off   |
| View job value and prices                    | ❌ Off   |
| Add/view payments                            | ❌ Off   |
| Add additional work                          | ❌ Off   |
| Add/view tasks, notes, and files             | ❌ Off   |

{% hint style="warning" %}
Regardless of permissions, painters always have access to the **job address** and **deal name**. The job address falls back to the deal address, then the contact address, if no job address is found.
{% endhint %}

***

### What Painters Never Have Access To <a href="#h_1679492484" id="h_1679492484"></a>

Regardless of permissions, Painter accounts never have access to:

* Account Settings
* Contacts or Companies pages
* Pipelines
* Dashboard
* Reports
* Sales calendar
* Estimates or invoices, unless explicitly shared via the **send** button — and even then, they can only access the document through the link, not from within the app itself

***

## Adding Additional Work <a href="#h_6ac19569a7" id="h_6ac19569a7"></a>

When a painter adds additional work on a job, they have two options:

**Options list** — items from the original estimate or invoice that the customer didn't approve. The painter can select from these and add them to the job for approval.

**Custom line item** — the painter can create a new line item from scratch.

<figure><img src="https://downloads.intercomcdn.com/i/o/rgy8kelc/2351449192/e219d2a4d47506f47d58279a302a/Screenshot+2026-05-04+at+3_59_10%E2%80%AFPM.png?expires=1779926400&#x26;signature=f335098acd3506f037687060924309d670b7c1476cdfc2ddb795bf59e6249ac4&#x26;req=diMiF816lIBWW%2FMW3nq%2BgZi9zd0JSR%2FnOfRMxsAKYmh7Ucgl3Qs4iFyphO9S%0A%2FrLh4HNnkp1zmtULFTAXrpGaQOU%3D%0A" alt="" width="375"><figcaption></figcaption></figure>

**A couple of important rules around additional work:**

* **Additional work the painter created** — before it's signed, they can edit or delete it. After it's signed, they need to contact the office to have it removed.
* **Additional work created by someone else** — before it's signed, the painter can delete it (which returns it to the preset list). After it's signed, they cannot edit or delete it.

***

## Notifications <a href="#h_f507bbacee" id="h_f507bbacee"></a>

Painters can toggle these notifications on or off themselves:

* **Job assigned** — when a job is added to their schedule
* **Job updated** — when the date of a job changes
* **Job cancelled** — when a job is deleted entirely

One notification is always sent and **cannot be turned off:**

* **Job re-assigned** — when a job is removed from their schedule and given to another crew or painter

***

## Adding a Painter Account <a href="#h_b9b9f1cd0e" id="h_b9b9f1cd0e"></a>

1. Go to **Account Settings** → **Billing** → **User Management**
2. Click **+ Add User**
3. Enter their name and email
4. Select their role — choose **Painter (employee)** or **Painter (subcontractor)**
5. PaintScout will set the appropriate default permissions based on the role selected

Permissions can be adjusted at any time after the user is added.

<figure><img src="https://downloads.intercomcdn.com/i/o/rgy8kelc/2351452252/d740fd793dec9a8e5dd5d0d97c3f/Screenshot+2026-05-04+at+4_00_36%E2%80%AFPM.png?expires=1779926400&#x26;signature=55a86c87eba485f6a826159afffe39f32cc21855781dc672de86f33114dcdd7f&#x26;req=diMiF817n4NaW%2FMW3nq%2BgRgMmKvnhCsDwVOTNR2OWzXwde49NwANlCydio6N%0ALReRqBH65qMq%2BCYMsFr2Zz6HpVc%3D%0A" alt=""><figcaption></figcaption></figure>

***

## Adding Painters to a Crew <a href="#h_f2739a5d5c" id="h_f2739a5d5c"></a>

Once a Painter account is set up, you can add them to a [Crew](/support/operations/crews.md) so they show up on the right jobs in their schedule. Crew Members are managed from the Crews section in settings.

1. Go to **Account Settings** → **Billing** → **User Management** → **Crews**
2. Open an existing crew or create a new one
3. In the **Crew Members** field, search for and add the Painter user
4. Click **Save**

Once added to a crew, the painter will automatically see any jobs that crew is assigned to on the **Production Calendar**.

<figure><img src="/files/6X82bTPw9ljY4z9qYyGB" alt=""><figcaption></figcaption></figure>

***

## Sharing Documents with Painters <a href="#h_2f5aacc903" id="h_2f5aacc903"></a>

Estimates, invoices, and work orders can still be shared with painters using the existing **share** method. This sends an email with a link to the document (or the URL shared directly).

{% hint style="warning" %}
This link is **not connected to their PaintScout account** — the document won't appear inside the app, and it includes all the information on the document regardless of their permission settings.
{% endhint %}

## Related articles

* [Add a New User](/support/account-settings/users-and-permissions/how-to-add-a-new-user.md) — Invite a new Painter user as an employee or subcontractor.
* [Custom Permissions](/support/account-settings/users-and-permissions/user-permissions.md) — Review how Painter permissions work for employees and subcontractors.
* [Understanding the New User Types: What Changed and Why](/support/account-settings/users-and-permissions/understanding-the-new-user-types-what-changed-and-why.md) — See how legacy crew access is being replaced by Painter.


---

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