Team & Roles

Invite team members and manage roles, scopes, and permissions.

Paramiq supports multi-user teams with role-based access control. Invite colleagues and pick a role plus optional per-user scope to control exactly what they can see and do.

Roles

Six preset roles cover the typical fabricator workflow. Roles are fixed templates — custom roles are a white-label feature.

  • Owner — full access to everything including billing, branding, ownership transfer, and team management.
  • Admin — same operational access as Owner but cannot manage billing or transfer ownership; cannot demote or remove the Owner.
  • Editor — designer/constructor role: full access to configurations, calculations, materials, templates, and 3D scenes; read-only on team and pipeline.
  • Manager — sales-facing: can create and manage calculations and orders; sees materials with retail prices only; cannot edit configurations.
  • Estimator — pricing role: full access to calculations; read-only on configurations, materials and 3D; sees base + retail prices but not wholesale.
  • Viewer — read-only across the workspace, sees retail prices only.

Available roles by plan

  • Free — Owner only (1 seat).
  • Starter — Owner, Editor, Viewer (3 seats).
  • Pro — all six roles (10 seats).
  • Business — all six roles (unlimited seats).

Per-user scope

On Pro and above, the Owner can narrow what an individual member sees on top of their role template. Open Settings → Team → Configure on a member to set:

  • Restrict to own records (Pro+) — the member only sees configurations and calculations they created themselves.
  • Allowed configuration categories (Business) — whitelist which categories appear in their lists; an empty whitelist means all categories.
  • Allowed material groups (Business) — whitelist which material groups they can browse; an empty whitelist means all groups.

Scope refinements never widen access — they only narrow what the role template already permits. A Viewer with restrictToOwn still cannot edit, even on records they created.

Pricing tier visibility

Material catalogues store up to three price tiers (base, retail, wholesale). Each role sees a fixed subset; non-visible tiers are stripped from API responses and exports.

  • Owner / Admin / Editor — see all three tiers.
  • Estimator — base + retail.
  • Manager / Viewer — retail only.

Inviting Members

Go to Settings → Team. Owner and Admin can send invitations for any role allowed by the current plan. The invitee receives an email with a link to join your workspace.

Invitations

  • Invitations are valid for 7 days.
  • The invitee must sign up with the exact email address the invitation was sent to.
  • You can cancel pending invitations from the Team page.
  • Seats already used (members + pending invitations) count against the plan seat limit.

Owner protection

Only an Owner can promote another member to Owner, or demote / remove an existing Owner. Admin can manage every other member but cannot touch the Owner.

Use Viewer for clients who need to see calculations, Manager for sales staff who only deal with orders, and Estimator for pricing specialists who shouldn't see your wholesale costs.

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