Managing your projects efficiently starts with assigning the right roles to your team and collaborators. This guide will walk you through each user type in Eano Pro and what they can (and cannot) do across the platform—plus how to add them correctly.
🔐 I. Role Categories in Eano Pro
Eano Pro organizes user permissions into three main categories, each with a specific level of access and responsibilities.
🛠️ 1. Admins
Includes: Owner, Admin
Best for: Founders, operations leads, system managers
Access Level: 🔓 Full access across the entire platform
Permissions Highlights:
Access all projects and features (dashboard, CRM, scheduling, marketing, work orders, etc.)
Manage users, roles, templates, billing, and company-wide settings
Full visibility and control over budgets, estimates, and payments
👷 2. Internal Members
Includes: Superuser, Core Member, Field Worker
🔹 Superuser
Best for: Trusted team members who manage both projects and finances
Access Level: Assigned Projects + Full Finance Access
Can access everything Core Members can, plus:
Project finances: invoices, budgets, QuickBooks integration, milestone payments
System templates and scopes
🔹 Core Member
Best for: Project managers, estimators, coordinators
Access Level: Assigned Projects Only
Can manage:
Tasks, schedules, daily logs
Opportunities, CRM info
Project chat, vendors, and file uploads
Cannot:
View or manage finances, billing, or company settings
🔹 Field Worker
Best for: On-site personnel like foremen or subcontractor crew
Access Level: Task-level access via mobile app
Can:
Clock in/out
Submit daily logs and progress photos
Update assigned tasks
Cannot:
Access dashboards, finances, CRM, or non-assigned projects
🤝 3. Collaborators
Includes: Vendor and Homeowner
🔹 Vendor
Best for: External subcontractors
Access Level: Limited to tasks/projects assigned
Can:
Upload logs, view tasks or schedules (if granted)
Communicate via project chat
Cannot:Access sensitive financial or project-wide information
Admins can customize vendor permissions for task, schedule, and file visibility.
🔹 Homeowner
Best for: Clients tracking their own projects
Access Level: Client Dashboard Only
Can:
View scopes, contracts, schedules
Approve milestones and change orders
E-sign documents and initiate payments
💡 Pro Plan Users: Your plan includes 1 additional free user, giving you a total of 2 active user seats. Need more seats? Please contact support to purchase additional user licenses. You can also check the Plan and Billing section to see how much it would cost to add more members or how much it would cost for different roles.
Read more about roles in this table