Overview
Custom Account Types give you complete control over what employees can see and do in INGENIOUS. Instead of relying on fixed account types that don’t match your workflow, you can now define roles that reflect your real-world teams.
Prerequisites
You must have an Administrator Account Type or the correct permissions to manage Account Types.
Process
Account Types will determine a users permission for specific modules and functions at the Workspace level and within certain project Financials.
Choose from four System (Default) Account Types (Admin, Standard, Leadership, Biz Ops)
Create Custom Account Types with specific permissions
Assign these roles directly to the Employee record
Default System Account Types
Previously existing Account Types and their permissions have been migrated into the new account types to ensure no changes in user access.
Role | Description |
Administrator Previous Administrator roles | Full access to all modules, projects, and company settings. Can invite, edit, and archive users. |
Standard Previous Project Manager roles | Access only to assigned projects and resources. Cannot create new buildings, portfolios, or company-wide templates. |
Leadership Previous Project Executive roles
| Can create projects and manage company templates, depending on workspace. |
Biz Ops Previous Accounting roles | Can create and manage projects and portfolios, cannot access workspace settings or employee records. |
To view each specific Permission option, please visit the Account Types tab in the Employees module.
How to Create a Custom Account Type
We highly suggest each Account type contains a unique combination of permissions to make permission distribution and auditing easier
Navigate to the Employees module
Click the new "Account Types" Tab
Click “Add Account Type” at the top right
Name your new account type (must be unique)
Check the boxes for permissions you want to grant
Save and apply to one or more employees
Editing Default Account Types
The only Default Account type you cannot edit is the Administrator role. This is to ensure one role maintains control over all configurations in a workspace.
Navigate to the Employees module
Click the new "Account Types" Tab
Click the Pencil or action icon next to the Default Account Type Name
Check the boxes for permissions you want to grant
You cannot edit the Default Account type names
Important:
If a user has no Account Type, they default to Standard
If a Custom Account Types is archived any user assigned to that account type will be changed to the Standard account type.
Assigning Account Types to Employees
Navigate to the Employees module
Click into an employees record page by clicking their name
Click "Edit" at the top right
Select the drop-down under the Account Types field
Select the appropriate Account types for each employee
Summary
Custom Account Types simplify user roles and enable flexible, scalable access control tailored to each team's real needs.