Access Management
Control who sees what. Down to the role.
When everyone has access to everything, mistakes happen and sensitive data leaks. Aimsio provides six configurable roles with precise permissions so the right people see the right data.
Before & After
What changes when you implement structured access control
Without Structured Access Control
- Everyone sees everything - Billing rates, client contacts, and margin data visible to field crews who don't need it.
- Anyone can approve - No workflow controls mean unauthorized approvals slip through, leading to billing errors.
- No visibility into who does what - Without role-based restrictions, you can't control or track which team members access sensitive data.
- One-size settings hurt everyone - Either too permissive for security or too restrictive for productivity.
With Aimsio Access Management
- Your sensitive data stays protected - Only the people who need access get it, based on their exact role in your operation.
- Controlled actions per role - Restrict who can view, create, edit, delete, or approve forms and records so unauthorized changes never slip through.
- One system, complete control - Input all your data into Aimsio while controlling exactly which users can see specific information.
- Six configurable roles for your team - Roles cover common archetypes like field operators, project managers, accounting, and admin so permissions match real responsibilities.
Core Capabilities
Comprehensive permissions across the entire platform
Six configurable roles control what each user can see and do - from menu access to individual form fields.
Six Configurable Roles
Aimsio provides six configurable roles designed to cover the most common user archetypes on your team, from field operators to accounting. Users can also hold more than one role when their duties span multiple business functions.
Form Field Visibility
Hide or make individual form fields read-only based on role. Sensitive billing information and financial data stays out of view for those who don't need it.
Read-Only Master Data Access
Give users visibility into Master Data settings like billable items and contacts without editing permissions. Useful for project managers who need to reference rates without changing them.
Action-Level Restrictions
Control who can view, create, edit, delete, re-open, or approve forms and records. Prevent unauthorized changes without blocking day-to-day workflow.
Listing Page Controls
Control which columns, filters, row actions, and bulk actions each role can access on every listing page - from Estimates to Tickets.
Report Center Permissions
Grant or restrict access to individual reports and report columns in the Report Center, so each role sees only the data relevant to them.
How It Works
How Aimsio access management works
Set up roles during onboarding
During onboarding, Aimsio's team works with you to define your internal company roles. Six configurable roles cover common archetypes like field operators, project managers, accounting, and admin staff.
- Six configurable roles tailored to your team
- Users can hold more than one role at a time
- Aimsio's team configures roles to match your needs
Role SetupClick to Zoom Permissions set at every level
Each role controls what users can see and do - from which pages appear in the menu to which form fields are visible. Billing data stays hidden from crew; approval actions stay limited to managers.
- Feature-level access (which pages and menus appear)
- Action-level access (view, edit, delete, approve)
- Form field visibility (hide or make fields read-only)
Permission ControlsClick to Zoom Assign roles and review access
Administrators can reassign users between roles as responsibilities change. The Access Management overview page gives you a read-only view of current permissions across all roles.
- Switch users between roles as needed
- Review current permissions at a glance
- Contact support to update role configurations
Role AssignmentClick to Zoom Aimsio is a great software and an even better team. They work hard to make the transition to Aimsio as smooth as possible. Their customer service is incredible. We're very happy we made the switch to Aimsio.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Aimsio Access Management is a role-based permissions system that controls what each user can see and do across the platform. Six configurable roles govern access at the feature, action, and form field level, so every team member has exactly the access they need and nothing more.
Yes. On any form, individual fields can be hidden or made read-only for specific roles. For example, billing information sections can be hidden from field operators while remaining fully accessible to accounting staff.
Aimsio provides six configurable roles designed to cover the most common user archetypes on your team. Examples include Field Operator, Project Manager, Accounting, Admin, and Safety Officer. Users can also hold more than one role if their duties span multiple business functions.
Administrators can reassign users between roles at their discretion. When a user's role is updated, they gain or lose access to pages, actions, and form fields according to the new role's permission set.
The Access Management page in Aimsio provides a read-only overview of your current permission settings. To update role configurations, contact our support team and they'll make the changes for you.
Access Management is available across all Aimsio product plans - Lite, Essentials, Performance, and Ultimate.
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