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Getting Started
Roles & Permissions
Time Tracking
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Estimate Form Wizard
Accounting Engine
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A/R Aging
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Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
EZ360PM is multi-company. Every request is scoped to an active company. Access is controlled by role hierarchy:
- Staff - day-to-day execution. Typically limited to assigned projects.
- Manager - operational control (approvals, financial entry, broader visibility).
- Admin - configuration + oversight. Can manage settings and most workflows.
- Owner - highest privilege, including billing/plan controls.
| Feature | Staff | Manager | Admin | Owner |
|---|---|---|---|---|
| View assigned projects | ✓ | ✓ | ✓ | ✓ |
| View all projects | - | ✓ | ✓ | ✓ |
| Create/edit clients | - | ✓ | ✓ | ✓ |
| Create/edit projects | - | ✓ | ✓ | ✓ |
| Time entry create | ✓ | ✓ | ✓ | ✓ |
| Time approve | - | ✓ | ✓ | ✓ |
| Create invoices/estimates/proposals | - | ✓ | ✓ | ✓ |
| Record payments | - | ✓ | ✓ | ✓ |
| Create expenses | - | ✓ | ✓ | ✓ |
| Upload expense receipts | - | ✓ | ✓ | ✓ |
| Upload project files | Assigned only | ✓ | ✓ | ✓ |
| Accounting reports | - | ✓ | ✓ | ✓ |
| Ops console | - | - | ✓ | ✓ |
| Billing / subscription management | - | - | ✓ | ✓ |
Project visibility rule
If Staff visibility is enabled, staff users must be assigned to a project to view details, files, and related time entries. Managers+ can access all company projects.