Team roles and access in Homeezy

What can my team members access?

Team members work inside your workspace, so they see the projects, contacts, and documents that belong to your business, not data from any other contractor on Homeezy. The role you assign (such as Foreman or Project Manager) is a free-text label that helps you organize your crew; it does not unlock or restrict app features on its own. Access boundaries between businesses are enforced by Homeezy's row-level security at the database level.

How roles work

When you add or edit a member you can type any role that makes sense for your team. Roles are descriptive labels; there's no fixed list to pick from. Common examples:

• Owner / Manager: runs the business and oversees jobs.
• Project manager: coordinates schedules, tasks, and clients.
• Foreman / Lead: runs the crew on site.
• Estimator: prepares quotes and pricing.
• Office / Admin: handles invoices, documents, and follow-ups.

How access is kept secure

Homeezy keeps every business's workspace separate. A member you invite belongs to your business and sees only the jobs you assign them: the address, the task list, who else is on the job, and your phone number. They cannot open your quotes, invoices, contacts or files, and the server refuses those requests even if someone tries to reach them directly.

1. 1
   Invite by email

   From Settings → Team, add the member and send the invite. They join under your workspace only.

2. 2
   Assign a descriptive role

   Give the member a role label so your team list reflects their job. You can change it any time by editing the member.

3. 3
   Review the list regularly

   Check who has access from time to time and remove anyone who has left, so your workspace stays current.