The roles assigned to the various users of your Contract Simply account determine what certain users can do.

Admin

The Admin is the top role and has access to the most possible actions within the platform. They can add/remove other users, add/remove bank accounts, fund draws, and do everything that the other roles can do.

User

A User can do most things, short of managing other users, managing bank accounts, and funding draws. They can still create projects, accept draws and change orders, view lien releases, and so on.

Read Only

Like the name suggests, this user is limited to only viewing things. They can't make any changes on the system, but they can still review things.

If you need further help, please email us at support@contractsimply.com or call us at 1-833-4SIMPLY. 

 

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