How the assistant respects permissions
The assistant can only do what your role allows — the same permission rules that govern the app govern the assistant.
The assistant is a faster way to do the work you're already allowed to do — never a way to do more.
It acts as you
When the assistant makes a change, it's acting on your behalf, within your access:
- It only sees projects and data you can see.
- It can only create or edit what your role permits.
- Clients and vendors get an assistant scoped to their limited access too.
If your role can't create invoices, the assistant can't either when you ask — that ability simply isn't available to it.
Areas it stays out of by design
A few surfaces are off-limits to the assistant regardless of role — handle these directly:
- Billing and subscription
- Team, members, and roles
- Organization settings
- The plan/takeoff canvas and file markup (hands-on visual tools)
Note
Because the assistant inherits your permissions, you can hand it to anyone on your team safely — it can never exceed what their role already allows.