Permission Group Descriptions – eSUB Fusion

User Personas: Admin | Project Manager

User permissions dictate what actions a User can perform within eSUB Fusion. Permissions are assigned and managed through Permission Groups. Once you create a Permission Group, you can assign it to Users within your organization.

Viewing and managing Permission Groups requires the User Admin - Permission Groups permission. For creating and managing Permission Groups, see the Set Up User Permissions article.

The sections below mirror the Permission Groups screen top-to-bottom. Each table lists the permissions in a section, the options available for each, and what they control. Use the links below to jump to a topic:

General Details
Permission Sections
- User Admin
- Company - Settings
- Integrations
- Company - Contacts
- Company - Cost Codes
- Company - Labor Classes
- Project Admin
- Field Notes
- Company Drive
- Project Drive
- Daily Reports
- Drawings
- Timecard Management
- RFIs
- Submittals
- Mailbox
- Progress Billing
- Time & Material Tickets
- Change Order Requests
- Analytics
- Job Cost
- Purchase Orders
- Scheduling
- Integrations - API (Conditional)
Crew Basic Preset Permission Group
Related Articles

General Details

Most sections use the same building-block permission types. The table below explains them once; the per-section tables that follow reference these options.

Permission type	Options	What it means
General Permissions	View, Create, Edit, Delete	View: see a document and its details. Create: make a document. Edit: update an existing document. Delete: remove a document. (Deleting affects number sequencing. Void documents instead of deleting where possible.)
Yes / No access	Yes / No	Grants or denies access to a feature or capability.
Share	Yes / No	Email a document to team members or external users. Users can select configured contacts or type any email address.
Change Status	Yes / No (per status)	Change a document's status (for example, move a Change Order from Pending to Approved). Some tools expose status-specific toggles such as Approved, Closed, Void, or Complete.
Show Labor Hours	Yes / No	Display labor hours on the tool.
Show Dollar Amounts	Yes / No	Display costs, pricing, or pay amounts on the tool.

Permission Sections

The following sections appear in the Permission Groups screen. Options shown are the toggles available for each permission.

User Admin

Permission	Options available	What it controls
Full User Management	Yes / No	Create and manage Users (anyone who needs a login to eSUB's web and/or mobile app). Granting this also grants Crew Management by default. See Create and Manage Users and Crew Members.
Crew Management	Yes / No	Create and manage Crew Members (field workers tracked for labor hours and scheduling). Crew Members are managed in their own Crew Members area and can optionally be given login access (see Crew Basic). Note: this permission is not required to enter time. A User only needs Daily Reports - Create to track crew time.
Permission Groups	Yes / No	Create and manage Permission Groups. See Set Up User Permissions.

Company - Settings

Permission	Options available	What it controls
Company Settings	Yes / No	Update the Company Logo, Timecard Preferences, Tags, Units of Measure, and default document settings. See Company Settings. This permission is also required to access Company - Cost Codes and Company - Labor Classes.

Integrations

Permission	Options available	What it controls
Accounting	View, Edit	View and edit the accounting integration settings and mapping used to sync eSUB data with your connected accounting package.

Company - Contacts

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	Create and manage external contacts from the Resources tab on the global navigation menu. See Contacts.
Change Status	Yes / No	Activate or deactivate contacts (change contact status).

Company - Cost Codes

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	Create and manage company-level cost codes. All cost codes are created at the company level and then activated per project as needed. See Cost Codes. Requires Company - Settings.
Change Status	Yes / No	Activate or deactivate cost codes (change cost code status).

Company - Labor Classes

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	Create and manage Crew Member labor classes. See Labor Classes. Requires Company - Settings. View is needed to see Labor Classes in Daily Reports and Change Orders.
Change Status	Yes / No	Activate or deactivate labor classes (change labor class status).

Project Admin

Permission	Options available	What it controls
Projects	Create, Edit, Delete	Create, edit, and delete projects. (There is no separate View toggle here; access to view a project is governed by project-level access.)
Project Settings	Edit, View	Access Project Settings: update project info and status; activate/deactivate project-level cost codes and cost categories; enter project budgets; set up email distribution groups; create default COR markups; and confirm which Users have access to the project. Note: a User must have Project Level Access before their name can be toggled to "No" under Add to Project.

Field Notes

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete Field Notes.
Share	Yes / No	Email Field Notes to internal or external recipients.

Company Drive

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, upload, edit, and delete files and folders in the company-level Drive.

Project Drive

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, upload, edit, and delete files and folders in the project-level Drive.

Daily Reports

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete Daily Reports. Create is the permission required for a User to enter crew time.
Share	Yes / No	Email Daily Reports to internal or external recipients.
Show Labor Hours	Yes / No	Display labor hours on Daily Reports.

Drawings

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, upload, edit, and delete project Drawings.

Timecard Management

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete timecards.
Share	Yes / No	Email timecards to internal or external recipients.
Show Labor Hours	Yes / No	Display labor hours on timecards.
Show Dollar Amounts	Yes / No	Display labor cost / pay amounts on timecards.
Approve	Yes / No	Approve timecards.
Sync to Accounting Package	Yes / No	Sync approved timecards to the connected accounting package.

RFIs

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete RFIs.
Share	Yes / No	Email RFIs to internal or external recipients.
Change Status to Closed	Yes / No	Move an RFI to Closed status.
Change Status to Void	Yes / No	Move an RFI to Void status.

Submittals

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete Submittals.
Share	Yes / No	Email Submittals to internal or external recipients.
Change Status to Approved	Yes / No	Move a Submittal to Approved status.
Change Status to Void	Yes / No	Move a Submittal to Void status.

Mailbox

Permission	Options available	What it controls
General Permissions	View, Edit	View and manage the project Mailbox (email correspondence and history). Mailbox View is also required to see the Activity (email history) tab on other tools such as Progress Billing.

Progress Billing

The Pay Applications permission group has been renamed Progress Billing. This single section controls access to the Schedule of Values (SOV), Progress Billing, and Pay Applications within a project. Existing Pay Application settings carry over to the renamed group.

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View: open SOV and Progress Billing entries read-only, view PDFs, and view SOV version history. Create: use Add Progress Billing to create new entries. Edit: edit SOV rows, columns, and cells, save changes, and import the SOV from Excel. Delete: delete draft Progress Billing entries and SOV line items (billed line items cannot be deleted).
Share	Yes / No	Export the SOV and Progress Billing to Excel/CSV and email the documents (including Pay Applications with Continuation Sheet attachments).

Time & Material Tickets

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete Time & Material (T&M) Tickets. This permission also controls the field that links a T&M Ticket to a Change Order Request (COR): without it, the COR-link field is locked when creating or editing a ticket, and an existing link appears read-only. Users who lack COR View cannot open the linked COR.
Share	Yes / No	Email T&M Tickets to internal or external recipients.
Show Dollar Amounts	Yes / No	Display cost / pricing amounts on T&M Tickets.

Change Order Requests

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete Change Order Requests (CORs).
Share	Yes / No	Email CORs to internal or external recipients.
Change Status to Approved	Yes / No	Move a COR to Approved status.

Analytics

Permission	Options available	What it controls
Labor Reports	View	View Analytics Labor Reports: Labor Productivity, Labor Unit Productivity, and Hours Lost.

Job Cost

Permission	Options available	What it controls
Reports	View	View Job Cost Reports: Cost Summary and Cost Details as well as the Project Summary job cost widget.

Purchase Orders

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View, create, edit, and delete Purchase Orders (POs).
Edit Receiving Tab	Yes / No	Edit the Receiving tab on a Purchase Order (record received quantities/items).
Share	Yes / No	Email Purchase Orders to internal or external recipients.
Show Dollar Amounts	Yes / No	Display cost / pricing amounts on Purchase Orders.
Change Status to Complete	Yes / No	Move a Purchase Order to Complete status.
Change Status to Void	Yes / No	Move a Purchase Order to Void status.

Scheduling

The Scheduling section controls access to the Scheduling module. All permissions default to off, and the Scheduling module must be enabled for your organization for the section to take effect.

Permission	Options available	What it controls
General Permissions	View, Create, Edit, Delete	View: see the Project View and Crew View boards, and read existing Personal Notes. Create: use the Actions and add ("+") controls and copy a schedule item. Edit: edit schedule items and menus, and add/edit a Personal Note. Delete: delete schedule items and time off.
My Schedule	View	Access the personal My Schedule view. The logged-in User must also be a Crew Member. When the Scheduling module is enabled, granting either View or My Schedule makes the Scheduling icon appear in the navigation menu.

Integrations - API (Conditional)

The Integrations - API section appears only when the eSUB Public API module is enabled for your organization. If you do not see this section, the API is not enabled for your account; contact your Client Success representative for more information.

Permission	Options available	What it controls
API Settings	View, Edit	See and change the API integration settings under Settings > Integrations, such as document submission and locking behavior.
Secrets Management	Yes / No	Manage API credentials: create, rotate, and revoke API clients on the API Credentials screen.
Submit	Yes / No	Submit documents (such as Purchase Orders and Change Orders) for integration pickup.
Unlock	Yes / No	Ability to unlock documents previously submitted

The Integrations - API section (visible only when the API module is enabled).

Crew Basic Preset Permission Group

eSUB Fusion includes a predefined Crew Basic permission group. It is used automatically by Users with the Crew Basic license type: crew members who can log in with limited access. The Crew Basic permission group currently grants access to the My Schedule functionality only. For more information on Crew Basic users see Create and Manage Users and Crew Members.

The Crew Basic permission group as viewed in the Permission Groups log.