--- title: "Mason Permissions: Team Member and Field Users" description: how to give team members and field users access to Mason and automations --- [Skip to content](https://help.ressiosoftware.com/mason-permissions-team-member-and-field-users#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Mason](https://help.ressiosoftware.com/feature-guides?hsLang=en#mason) # Mason Permissions: Team Member and Field Users ## Learn how to give team members and field users access to Mason, automations, and tools. There are three levels of permissions that determine what a non-admin user can do with Mason: - **Role-based permissions:** turn Mason access on or off for team members and field users. - **Automation-level permissions:** choose which specific automations each role can run. - **Tool-level permissions (inherited):** built-in guardrails that control what data and actions Mason can touch on a user's behalf, regardless of role or automation access. #### Table of Contents 1. [Role-based permissions](https://help.ressiosoftware.com/mason-permissions-team-member-and-field-users#role-permissions) 2. Managing role-based access to Mason 3. [Automation-level permissions](https://help.ressiosoftware.com/mason-permissions-team-member-and-field-users#automation-permissions) 4. [Tool-level permissions](https://help.ressiosoftware.com/mason-permissions-team-member-and-field-users#tool-permissions) ##### 1. Role-Based Permissions For team members and field users, admins can control access to two separate capabilities: - **Automations**: the ability to run Ressio's prebuilt automations (with custom, user-built automations coming soon). - **Messaging**: the ability to have a free-form, natural language conversation with Mason — similar to chatting with any other LLM — rather than being limited to running predefined automations. ##### 💡Admin users always have full access to both **Messaging** and **Automations.** This access can not be disabled. ‼️Messaging and automations are not fully independent toggles. Since automations are part of the messaging process, **any role with messaging access automatically has access to automations.** Admins users  can turn off messaging while still allowing a role to use automations — **so a role can be restricted to automations only, but not the reverse.** ##### 2\. Managing role-based access 1. Go to the **Automations** page![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/undefined-Aug-24-2026-02-42-42-8731-PM.png?width=670&height=331&name=undefined-Aug-24-2026-02-42-42-8731-PM.png) 2. Click the **Manage Access** (cog) icon to open the **AI Tool Permissions** page![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/masonmanageaccess-png.png?width=670&height=344&name=masonmanageaccess-png.png) 3. Toggle Messaging and Automations on or off for **Team Members** and/or **Field Users![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/masonpermissions-jpg.jpeg?width=670&height=493&name=masonpermissions-jpg.jpeg)** 💡Admin users can also reach this same screen directly from the **Admin \> AI Tool Permissions** page. ##### 3. Automation-Level Permissions Giving a role access to automations doesn't mean they get access to *every* automation. Admins can control this at the individual automation level: 1. Go to the **Automations Library![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Aug-24-2026-02-45-56-5156-PM.png?width=670&height=398&name=image-png-Aug-24-2026-02-45-56-5156-PM.png)** 2. Click the name of any Automation and choose whether that specific automation is available to **Team Members** and/or **Field Users![](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/image-png-Aug-24-2026-02-49-57-2100-PM.png?width=531&height=536&name=image-png-Aug-24-2026-02-49-57-2100-PM.png)** 💡This is useful when an automation doesn't apply to a particular role, or when you simply don't want certain roles running it, even if they have general automation access. ##### 4\. Tool-Level Permissions (Inherited, Non-Negotiable) Behind every Mason interaction, Mason relies on a set of underlying tools (for example, creating a bill, creating a change order, or updating an estimate). These tools have their own **inherited permission settings** based on the user's role, independent of the Mason-specific permissions above. This means: - Field users and team members will **not** gain access to tools or data their role doesn't already permit, even if they're allowed to use an automation that calls those tools. - These underlying tool permissions are stricter than, and independent of, the Mason messaging/automation toggles, and act as a safety net. 💡If a team member or field user repeatedly runs into a tool restriction and legitimately needs that access for their job, this is a good opportunity to review their role and permission level rather than trying to work around it through Mason. Allowing team members and field users utilize Mason lets your whole organization - not just office staff - get value from AI assistance, while keeping sensitive actions and data locked down appropriately. 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