Profile settings
View your profile
Click your name or avatar in the top-right corner of the Topbar. You'll see your full name, email, and your company (tenant) name.
Theme preferences
The visual theme (Light / Neutral / Dark) is saved automatically per user. You don't need to configure it from the profile — change it directly from the ☀ ◑ ☾ buttons in the Topbar.
Roles and permissions
Your role determines which modules and actions you have access to. Roles are assigned by the administrator:
| Role | Typical access |
|---|---|
| Administrator | Full access to all modules and configuration |
| Project Manager | Projects, estimates, cost control, contracts |
| Estimator | Projects, UPA, catalog, templates |
| Field Supervisor | Field, schedule |
| Buyer | Procurement, contracts |
| Read-only | View without editing |
note
Exact roles and permissions are configured by your company administrator. Contact the administrator if you need additional access.
Changing your password
Password management is handled through the administrator. If you need to change your password, contact your organization's administrator.