Roles and permissions

The Roles & Permissions settings let you control exactly what each team member can see and do in Inspector Studio. You can customize the built-in system roles, create custom roles, and set per-user overrides for individual team members.

Getting there

Go to Settings → Roles & Permissions in the left navigation.

The four system roles

Inspector Studio comes with four system roles that cover most team structures:

• Admin — full access to everything. Cannot be restricted.

• Manager — broad operational access. Can manage bookings, reports, contacts, and invoices. Limited settings access.

• Staff — day-to-day office work. Bookings and contacts, no financial data or settings.

• Inspector — their assigned inspections only. No access to other inspectors' bookings, contacts, or financial data.

These roles are pre-configured and cover the most common use cases out of the box.

Customizing a role's permissions

1. Click the role you want to edit.

2. You will see a list of permission areas (Bookings, Reports, Contacts, Invoicing, Settings, etc.).

3. Expand any area to see the individual permissions within it.

4. Toggle permissions on or off.

5. Click Save.

Changes apply to all users with that role immediately.

Note: Admin is always full access. You cannot restrict Admin permissions.

Creating a custom role

If the four built-in roles do not match a team member's needs, create a custom role.

1. Click New Role.

2. Give the role a name (for example, "Office Admin" or "Senior Inspector").

3. Configure the permissions you want.

4. Click Save.

Custom roles appear in the role dropdown when inviting or editing team members.

Per-user permission overrides

For cases where one person needs different access than everyone else in their role, set a per-user override rather than creating a whole new role.

1. Go to Settings → Team Members.

2. Click the team member's name.

3. Open the Permissions tab.

4. Grant or restrict specific permissions for that individual.

Overrides layer on top of the user's role — a granted override gives the permission even if the role does not have it, and a restricted override removes the permission even if the role does have it.

What permissions cover

Permissions are organized into categories:

• Bookings — create, edit, view, cancel, manage contacts on bookings.

• Reports — view, edit, publish reports; manage templates.

• Contacts — view, create, edit, merge contacts.

• Invoicing — view, create, send invoices; record payments.

• Settings — access organization settings, team management, roles.

• Communication — send messages, view threads, manage Conditionals.

Each category has fine-grained permissions so you can allow someone to view invoices without allowing them to record payments, for example.