Roles and Permissions

Redbook Assist uses role-based access control to ensure team members have appropriate access.

Available roles

Role	Description
Owner	Full access to everything including billing, team management, and practice settings. Cannot be removed.
Admin	Full access to all features except billing management and practice deletion. Can invite and remove members.
Surveyor	Can create and manage properties, valuations, comparables, and clients. Cannot manage team or billing.

What each role can do

Action	Owner	Admin	Surveyor
Create/edit properties	Yes	Yes	Yes
Create/edit valuations	Yes	Yes	Yes
Manage comparables	Yes	Yes	Yes
Manage clients	Yes	Yes	Yes
Generate reports	Yes	Yes	Yes
Invite team members	Yes	Yes	No
Remove team members	Yes	Yes	No
Manage practice settings	Yes	Yes	No
Manage billing	Yes	No	No
Delete practice	Yes	No	No

Data isolation

All data is isolated at the practice level using row-level security. Team members within a practice can see all properties, valuations, and comparables belonging to that practice. There is no user-level data restriction within a practice — if you need separate data silos, use separate practices.

Changing roles

The Owner or an Admin can change a team member's role from Settings > Team. Click the member's name and select a new role from the dropdown.