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Team roles

Workspace access and construction persona are separate, so permissions stay correct across companies.

Workspace access: Owner controls billing/ownership; Admin manages company settings and members; Member can use operational tools; Viewer is read-only. Every workspace must retain at least one Owner.

Construction persona is tenant-specific: Company Admin, Project Manager, Foreman, Operative or Client. A person can have a different persona in another company.

Company Admin — creates projects and controls company-level commercial/settings workflows. Project Manager — manages assigned projects and approvals, including the full safety workflow, but cannot create projects.

Foreman — site-lead workflow for tasks, team coordination and field records. Operative — assigned work, time, documents/photos, safety and quality capture. Client — restricted client-facing access.

Change workspace access or construction persona any time from Settings → Workspace → Team members.

Need more help? Email support@cortexbuildpro.com