Team Roles & Permissions

Dashboard overview

Main landing page after login

Admins see all KPIs. Sales Reps see job-focused metrics only. Employees redirect to Queue.

Revenue & profit KPIs

Total revenue, gross margin, invoice aging

Financial data is Admin-only.

Job activity feed

Recent status changes and new jobs

View all jobs

Employees see jobs in the production queue but not the full jobs list.

Create new jobs

Edit job details & pricing

Change customer price, garments, due date

Employees cannot edit job-level fields or pricing.

Update job status

Move jobs through the pipeline

Employees can update production statuses only (e.g. In Production → Bagging). They cannot move jobs back to Quote or forward to Invoiced.

Job costing fields

Ink cost, labor cost, estimated vs. actual profit

Cost and margin data is hidden from all non-Admin roles. Customer price is visible to Sales Rep.

Print locations & screen specs

Placement, mesh count, ink colors, screen count

Employees can view print location details. Editing requires Sales Rep or Admin.

Add job notes

HOLD workflow

Place or release a job hold

View customer records

Contact info, address, job history

Employees see the customer name on a job but cannot access the customer record.

Create & edit customers

Customer portal link

Share portal access with customers

Create invoices

Send invoices to customers

Record payments

Mark invoice as paid (check, cash, ACH)

Sales Reps can create and send invoices but cannot record payment. Payment recording is Admin-only.

Invoice aging & overdue reports

Stripe payment links

Online payment via customer portal

Sales Reps can generate payment links. They cannot see the payment processing dashboard.

View production queue

Kanban board of in-progress jobs

This is the primary interface for Employee role users.

Move jobs between columns

Advance jobs through press stages

QR code scanner

Scan job labels to open job details

Receiving / goods-in

Mark inbound blanks as received

View job files & mockups

Upload & replace files

All roles can upload files. Employees typically upload production photos; Sales Reps upload customer-provided art.

Mockup Editor

Create and edit garment mockups

Sales Reps can upload and submit mockups for approval. Art/production staff have full editor access.

Send art approval request

Email customer a mockup approval link

Sending approval emails requires Sales Rep or Admin — Employees cannot trigger customer-facing emails.

Analytics dashboard

Revenue trends, top customers, projections

All analytics data is Admin-only.

Job cost reports

Margin analysis, actual vs. estimated cost

View job calendar

All roles can see the calendar. Capacity numbers and revenue-weighted scheduling are visible to Admins only.

Calendar capacity view

Press time availability and load %

Sales Reps can see if a date is busy or open. Employees see full press capacity.

View automations page

Automations are Admin-only. This includes rules, email templates, and SMS settings.

Edit automation rules

Edit email templates

SMS notifications settings

Send & receive messages

All roles can use chat in assigned channels.

Create & archive channels

Channel management requires Admin or Chat Admin role.

Manage channel members

See all channels

Visibility across the full channel list

Non-admins only see channels they're assigned to.

General shop settings

Shop name, address, logo

Team management

Invite users, change roles, deactivate accounts

Status configuration

Customize the job pipeline stages

Pricing matrix

Per-garment and per-color pricing tiers

Integrations

QuickBooks, Stripe, Twilio, Google Drive

Invoice fees & tax settings

Chat settings

Manage chat roles and avatar settings

Activity log

Audit trail of all staff actions

Data retention & GDPR

Own profile (name, password, 2FA, avatar)

All users can manage their own profile settings.