Settings & Permissions

Manage your theme, active role, and a fully editable RBAC permission matrix. Changes persist locally.

Appearance

Theme
Dark is default

Active Role (preview)

Switching role re-evaluates permissions across the app.

Data Controls

RBAC Permission Matrix

Tap any cell to toggle the permission for that role.

PermissionAdminProject DirectorProcurement LeadDesignerViewer
View Dashboard
View FF&E
Edit FF&E Specs
Upload Drawings / BOQ
View Procurement
Create RFQs
Award Vendors
View Project Twin
View Global Map
View Integrations
Manage Integrations
Approve Cost Changes
Manage Users & Roles
Override AI Recommendations
Seed / Reset Demo Data
AI · Use Copilot Chat
AI · Execute Tool-Calling Actions
AI · Run Schedule Health (DCMA-14)
AI · Draft Daily Reports
AI · Extract Specs from Images

Module Activation

Admin only. Visibility = role allows AND active project allows. Admins always see everything.

Tap any cell to toggle the module for a role. Admin column omitted (always on).

ModuleProject DirectorProcurement LeadDesignerViewer
Overview
Custom Dashboard
/dashboard
Client / Exec Dashboards
/exec-dashboard
Project Twin
/project
Digital Twin (Live)
/digital-twin
Global Map
/map
Workspace
Messages
/messages
Tasks
/tasks
Notes
/notes
Calendar
/calendar
Approvals
/approvals
1 · Plan & Design
FF&E Catalog
/ffe
FF&E 6-Phase Workflow
/ffe-module
Spec Library
/ffe-specs
FF&E Pro (Heatmap · Specs)
/ffe-pro
PDF Takeoff & Measure
/takeoff
BIM Coordination (3D)
/bim
2 · Procure & Source
Procurement / RFQ
/procurement
Procurement Pro (Leveling)
/procurement-pro
Vendor Portal
/vendor-portal
Supply Chain
/scm
SCM Pro (Containers · Demurrage)
/scm-pro
3 · Execute & Build
CPM Scheduling
/scheduling
Scheduling Pro (EVM)
/scheduling-pro
Construction (PMIS)
/construction
Construction Pro (SLA · Punch · Wx)
/construction-pro
4 · Settle & Finance
ERP — GL · AP · AR
/erp
Finance Pro (Cashflow · FX)
/finance-pro
Document AI (Invoices)
/document-ai
CLM · FX · Tax · Close
/clm
Forecasts (MC · EVM)
/forecasts
5 · Govern & Assure
GRC & Compliance
/grc
GRC Audit (Policy/TPRM)
/grc-audit
ESG & Sustainability
/esg
Enterprise Ops (Leveling · Auction · 3PL · IC · HR)
/enterprise-ops
Gap Analysis vs Competitors
/gap-analysis
Platform
AI Copilot
/copilot
Design & Field Reach
/design-reach
Integrations
/integrations