Team & permissions
Team roles and project guests
Give each team member only what their work needs: the project manager their projects, the site engineer the site log and attendance with no prices, the collector their cases — and invite the owner’s representative or the consultant as a guest on one project by mobile number, free and with no seat.
Available now · project guests are free and take no seat
- Each role sees only its scope
- Free field seats
- Project guests sign in with an SMS code
Scoped roles
Each role sees only its own area, enforced on the server on every request. The existing roles stay as they are.
Project manager
Only the projects assigned to them
Sees
- Schedule, site and workforce
- Resource plan and shortage cards
- Turning shortages into marketplace requests — above their spend limit: internal approval
Does not see
- Projects not assigned to them
Site engineer Mobile
The projects assigned to them
Sees
- Daily site log and attendance
- Task progress and delivery receipt
- Inspection requests
Does not see
- Any prices or costs
Collector
Only the receivable cases assigned to them
Sees
- Calls, notes and payment promises
- Payment requests and reminders
Does not see
- Purchases and contracts
- Write-offs
Logistics coordinator
Transport and delivery
Sees
- Shipments, fleet and drivers
- Proof of delivery
Does not see
- Finance
Viewer
Read-only over a scope you grant
Sees
- Selected projects and/or selected modules
Does not see
- Creating, editing or approving
Existing roles
Unchanged
Sees
- Purchasing, sales and accountant
- Manager and approver
Project guest: one person, one project
For someone who needs one project, not a company account — the owner’s representative, the consultant engineer or an auditor.
Invite by mobile
Invite one person — the owner’s representative, the consultant engineer or an auditor — by mobile number to one project.
Sign in with an SMS code
No company account, no seat and free; a short mobile view: the project dashboard without prices and an approvals inbox.
View, or view and approve
«View only», or «View and approve» to approve milestones, inspections and extensions on behalf of the inviting company.
Ends automatically
When the project is completed or archived, or on a date you set; you can revoke it at any time, and every step is in the audit log.
Field seats by plan
Site engineers and collectors join free within your plan’s field-seat limit; other roles use normal seats. Project guests take no seat.
Basic
- Normal seats
- 1
- Field seats
- 0
- Project guests
- On the projects you take part in
Financial
- Normal seats
- 3
- Field seats
- 5
- Project guests
- Free, no seat
Complete
- Normal seats
- 5
- Field seats
- 20
- Project guests
- Free, no seat
Field seats are for site engineers and collectors; other roles and the owner use normal seats. Project guests are available on every plan, free and with no seat (Basic: on the projects you take part in). The subscription page inside the platform is the reference for your plan’s limits.
Permissions are enforced on the server
Every request is checked on the server against the member’s role and scope, not just by hiding buttons — a site engineer cannot reach prices and a collector cannot reach purchases, even through a direct link. The existing roles stay: purchasing, sales, accountant, manager and approver.
Frequently asked questions
Does the site engineer see prices?
No. The site engineer role shows no prices or costs at all; it covers the site log, attendance, task progress, delivery receipt and inspection requests on the projects assigned to them.
Does a project guest pay or need a company account?
No. A guest is one person invited by mobile number to one project who signs in with an SMS code — no company account and no seat.
What can a guest with «View and approve» do?
Approve milestones, inspection requests and extension requests on that project on behalf of the inviting company; every approval is recorded in the audit log. «View only» sees the project dashboard without prices.
When does guest access end?
Automatically when the project is completed or archived, or on the date you set when inviting; you can revoke it at any time.
What are field seats?
Free seats for site engineers and collectors: Basic 0, Financial 5, Complete 20. Other roles use normal seats (1, 3 and 5).
Can a project manager buy without a limit?
They turn shortages on their projects into marketplace requests; anything above the spend limit set for them goes to internal approval before it is sent.
Do the existing roles change?
No. Purchasing, sales, accountant, manager and approver stay as they are; the new roles are added to them.
Get started on Ataam
Register your company for free, or talk to our team about any question.