Roles & Permissions Guide

Last updated: March 5, 2026


Estimated Reading Time: 2–3 minutes

Overview

Roles in Coperniq define what each team member can see and do within the platform. By assigning roles, you control who can view, edit, create, or delete information — ensuring access aligns with job responsibilities while protecting company data.

How to Access Roles

  1. Click your Company Name (top-left).

  2. Select Company Settings.

  3. Click Roles.

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From here, you can:

  • Click + Role to create a new role, or

  • Click an existing role to review or update its permissions.

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Creating a Role

When setting up a role, you can:

  • Start from scratch — build permissions manually, or

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  • Start from an existing role — copy a template and modify it

Steps:

  1. Enter a Role Name

  2. Choose how you'd like to start

  3. Click Create

  4. Configure permissions by feature area

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Permission Actions

Permissions are organized by feature area and controlled using four actions:

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Permission

Description

View

Allows visibility into items

Edit

Allows updates to existing items

Create

Allows adding new items

Delete

Allows removing items

Permission Levels (Hierarchy)

For most areas, you’ll choose a visibility scope:

  • My — Access only to items assigned to or created by the user

  • Team — Access to items assigned to the user’s team

  • All — Access to everything in the company

How the hierarchy works:

  • All overrides Team and My.

  • Team automatically includes My.

  • Permissions expand upward logically and cannot be restricted downward once broadened.

This ensures consistent and predictable access control.

Areas You Can Configure

Permissions are organized by feature area. Each area can be configured independently using:

  • Scope (My, Team, All)

  • Actions (View, Edit, Create, Delete)

Feature Area

Controls Access To

Records

Projects, clients, and opportunities

Work Orders & Reminders

Job execution, assignments, and reminders

Forms

Completion and management of operational forms

Docs / Files

Uploaded documents and media

Comments

Internal collaboration across records

Teams

Team structure and assignments

Analytics

Reporting and dashboard visibility

Smart Views

Saved and shared filtered views

Hubs

Hub-level access

Financials

Portability Overview, Line Items , Billing, invoices, and payment data

Each feature area can be tailored to match a role’s responsibilities without granting unnecessary access.

Feature-Level Permissions

At the bottom of the role settings, you can grant access to certain company-level features. These permissions control administrative capabilities that affect the entire organization.

Feature

What it Allows

Company Settings

Configure company-wide settings and platform configuration

Billing

Manage subscription details, billing information, and invoices

Invite Members

Invite new users to join the company account

Import Projects & Opportunities

Import records into Coperniq in bulk

Export Records

Export records and data from Coperniq

These are elevated permissions and should typically be limited to Admin-level roles.

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Best Practices

  • Start from an existing role when possible to maintain consistency.

  • Grant the minimum level of access required.

  • Avoid giving All access unless necessary.

  • Limit Company Settings access to trusted users.

  • Review roles periodically as your team grows.