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User roles

Administrator, manager or regular user?

Nina Janza avatar
Written by Nina Janza
Updated over 3 months ago

You can assign different levels of privileges to your users. This will affect which actions they will be able to perform in the account.

Administrator

Administrators have access to all functionalities and company-wide reports and can view and manage all data. They can access all reports, edit all time logs, manage all rates and budgets, and approve entries account-wide.

Their access is the same as that of the account owner, except for managing the subscription. They are not able to change the subscription plan or edit the payment information.

Normal user

Normal users can't view any data from other account members, they can only see the reports on their own entries. They are not able to add new projects, they can only track time on the projects that are assigned to them.

By default, they are not able to create new tasks either, they can only track time on the existing tasks on assigned projects. However, you can enable this option to allow them to add new tasks to projects:



Normal users can't view any billable rates or billable amounts. They can only view their own earnings (i.e. labor costs) calculated from their hourly labor rate (if the labor rate is entered on their profile).

You can decide to hide labor costs from members. By default, showing labor costs (individual members' earnings) is turned on. Please go to the Advanced section of the Account Settings to change this.

Another thing you can disable for normal users is for them to be able to change the billable status of the time logs from billable to non-billable and vice versa. This means they will not be able to mark logs as non-billable on billable projects. Please go to the Time log fields section of the Account settings to change this.

Manager


There are two different Manager roles available: Project Manager and Team manager. Managers can access and manage data according to their set privileges (see details below). Managers can't access or manage anything in the Settings tab.

  1. Project Manager

Their access is limited to the projects they are assigned to. They can view all logs on their assigned projects and cannot be limited to specific teams.

  • Can add & edit projects

This option will give them permission to edit existing projects and tasks and add new ones. If you want them to have view-only access to projects and tasks and not be able to alter them, unselect this option.

The managers can also manage budgets that correspond to their access level (if they can't access billable and labor rates they can only manage hourly budgets). They will also receive email notifications for the budgets that they can access.

  • Approve time logs

This option will give them permission to approve and reject time logs that were entered on all projects assigned to them. Learn more about the approval workflow >>>

  • Edit time logs of other users

This option will give them permission to edit or delete the existing time logs entered by other users on their assigned projects. They will not be able to add new time logs on their behalf.

  • Access billing rates

This option will give them permission to view and edit the billable rates on all assigned projects. They will not be able to see the billable rates on projects that are not assigned to them.

  • Access labor rates

This option will give them permission to view and edit the labor rate (paycheck) of users on their assigned projects. They will not be able to see the labor rates on projects that are not assigned to them.


2. Team Manager

Their access is limited to the members of teams that they manage. They can view all logs entered by members of their teams on any project, not only on the projects that the Manager is assigned to. Learn more about Teams >>>

  • Can add & edit projects

This option will give them permission to edit existing projects and tasks and add new ones. If you want them to have view-only access to projects and tasks and not be able to alter them, unselect this option.

The managers can also manage budgets that correspond to their access level (if they can't access billable and labor rates they can only manage hourly budgets). They will also receive email notifications for the budgets that they can access.

  • Approve time logs

This option will give them permission to approve and reject the time logs of all members of the team that they manage. Learn more about the approval workflow >>>

  • Edit time logs of other users

This option will give them permission to edit or delete the existing time logs of all members of the team they manage. They will not be able to add new time logs on their behalf.

  • Access billing rates

This option will give them permission to view and edit the billable rates of all members of the team they manage. They will not be able to see the billable rates of other users in the account.

  • Access labor rates

This option will give them permission to view and edit the labor rate (paycheck) of all members of the team they manage. They will not be able to see the labor rates of other users in the account.

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