JR&CO
Pitch Revenue Admins & Supervisors
Pitch Revenue · tbl_user_roles · delegate project administration
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This page is limited to Pitch Revenue administrators. Contact an existing admin if you need access.

Two grants, both stored in tbl_user_roles. Users must already have a JR&CO app profile (they must have signed in once) before they can be granted a role.

RMS Supervisor (rms_deal_edit_all) can open any project and edit team, dates, and values — add an estimator, move people on or off a deal — without getting CRM admin tools. Use this for estimating / sales leadership who need to staff deals they are not assigned to.

Pitch Revenue admin (rms_admin) includes Supervisor edit rights plus the CRM admin surfaces. Grant only to people who should administer the whole Pitch Revenue pipeline.

Grant RMS Supervisor
Company-wide project edit (team, dates, values). No admin chrome.
Current RMS Supervisors
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Grant Pitch Revenue admin
Enter the person's JR&CO email and grant the role.
Current Pitch Revenue admins
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