Custom Permissions

Configure access levels for Sales, Team, and Painter users using custom permissions to control what team members can view and edit.

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

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 account settings.

• Access to Billing.

• Access to other users' estimates, invoices, deals etc. Able to view company-wide totals on Dashboard and Deal pages.

• Access to reports.

• Ability to export data.

See Sales User for a full breakdown of this type.

Team

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 account settings.

• Access to Billing.

• Access to dashboard.

• Access to reports.

• Ability to export data.

See Team User for a summary of this user type.

Painter

Painter User

This user type is currently in beta.

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.

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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.

Related articles

Add a New User

Add new team members to your PaintScout account and assign the right user type for their role.

Deactivate a User

Remove or deactivate a team member from your PaintScout account and optionally transfer their estimates to another user before removal.

Share With Your Team

Share estimates and work orders with your team via email, live links, or downloadable PDFs for seamless collaboration.