Roles & Permissions

Partsemble uses role-based access control to manage what each team member can see and do. Every member has a role, and each role has a configurable set of permissions.

Roles

Owner — full access to everything. There is exactly one owner per business. The owner always has all permissions granted — this cannot be changed. Only the owner can cancel the service.

Admin — broad access by default, suitable for managers or co-owners who need to configure settings, manage the team, and oversee operations. Admins can do most things the owner can, except cancel the service.

Accountant — focused on financial and integration tasks. Default access to syncing, importing, exporting, and viewing inventory. No team management or QA approval access by default.

Builder — focused on production. Default access to viewing inventory, managing BOMs, executing builds, and viewing the dashboard. Limited access to settings and exports by default.

Customizing Permissions

Permissions are fully customizable per role per business. Navigate to Settings → Permissions to see the current permission matrix. Toggle individual permissions on or off for any role.

Only users with the manage_team permission can modify permissions. The owner can modify permissions for all roles. Admins can modify permissions for Accountant and Builder roles, but not for other Admins.

Permission Reference

Billing & Service

Permission	Description	Admin	Accountant	Builder
Manage Billing	Access billing settings and payment methods	Yes	No	No
Cancel Service	Cancel the Partsemble subscription	Owner only	Owner only	Owner only

Team & Settings

Permission	Description	Admin	Accountant	Builder
Manage Team	Invite, remove, and change member roles	Yes	No	No
Enable/Disable Features	Toggle business feature settings	Yes	No	No

Integrations

Permission	Description	Admin	Accountant	Builder
Manage QBO Connection	Connect, disconnect, and configure accounting	Yes	Yes	No
Sync Items	Trigger item syncs from accounting	Yes	Yes	No
Import Items as Products	Import accounting items into Partsemble	Yes	Yes	No
Manage Export Settings	Configure export accounts and modes	Yes	Yes	No

Inventory & BOMs

Permission	Description	Admin	Accountant	Builder
View Products & Stock	See products, stock levels, and transactions	Yes	Yes	Yes
Manage Products	Edit product types and settings	Yes	No	No
Create/Edit BOMs	Build and modify bills of materials	Yes	Yes	Yes

Builds

Permission	Description	Admin	Accountant	Builder
Execute Builds	Run planned or quick builds	Yes	Yes	Yes
Edit Planned Builds	Modify planned build materials and costs	Yes	No	No
Quick Build (Unplanned)	Execute builds without planning first	Yes	No	No
Export Builds to QBO	Send builds to accounting system	Yes	Yes	No
View Export Status	See export results and reference numbers	Yes	Yes	Yes
View Dashboard	Access the main dashboard	Yes	Yes	Yes

QA

Permission	Description	Admin	Accountant	Builder
Approve/Reject Builds	Perform QA review on executed builds	Yes	No	No
Assign Builds	Assign planned builds to team members	Yes	No	No

Receiving

Permission	Description	Admin	Accountant	Builder
Create/Edit Receipts	Create and manage receipts	Yes	No	No
View Receipts & Lots	See receipt history and lot details	Yes	No	No
Manage Suppliers	Create and edit suppliers	Yes	No	No
Sync Suppliers	Pull suppliers from accounting	Yes	No	No
Adjust Lots	Make stock corrections on lots	Yes	No	No

Sales

Permission	Description	Admin	Accountant	Builder
View Sales	See sales and margin data	Yes	No	No
Create Manual Sales	Enter sales manually	Yes	No	No
Sync Sales	Trigger sales sync from accounting	Yes	No	No

info

The defaults shown above are the starting configuration for new businesses. You can customize every permission (except Cancel Service) for each role to match your team's workflow.

How Permissions Are Enforced

Permissions are checked on every API request. If a team member tries to access a feature they don't have permission for, they see an access denied message. The UI also hides or disables elements that the current user can't access, so team members only see what's relevant to their role.

Related Articles

• Team Management
• Business Settings
• Feature Toggles