Roles & Permissions
| Feature | Owner | Admin | Employee | Contractor | Client |
|---|---|---|---|---|---|
|
Account and Subscription Settings
View and edit
|
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Companies
Create, view and edit Company account information
|
Can create (but without billable rates). Cannot view or edit later. | ||||
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Projects
Create, view and edit
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For Companies invited to. Cannot view or edit billable rates, unless an Owner or Admin has enabled in Account Settings. | Cannot create or edit. Can view for Companies invited to. Cannot view or edit billable rates. | Cannot create or edit. Can view for Companies invited to. Cannot view billable rates, target hours or logged hours unless an Owner or Admin has enabled in Account Settings. | ||
|
Project Templates
Create, view and edit
|
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Tasks
Create, view and edit
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For Companies invited to. Cannot view or edit billable rates, unless an Owner or Admin has enabled in Account Settings. | For Companies invited to. Cannot view or edit billable rates. | Can create, view and edit for Companies invited to. Cannot view billable rates, target hours or logged hours unless an Owner or Admin has enabled in Account Settings. | ||
|
People
Invite, view and edit
|
Can invite, view, edit, enable and disable Admins, Employees, Contractors, Clients and Contacts (not Owners). Cannot see or input employee (billable) rates. | Can invite Employees, Contractors, Clients and Contacts (not Owners and Admins) and only for Companies invited to. Can view all. Cannot edit, enable or disable. Cannot see or input employee (billable) rates. | Cannot invite. Can view all. Cannot edit, enable or disable. Cannot see or input employee (billable) rates. | Cannot invite. Can only view Clients for Companies invited to. Cannot edit. Cannot see or input employee (billable) rates. | |
|
Access to Specific Companies
Remove access to specific Company accounts for Employees, Contractors, Clients and Contacts
|
For Companies invited to | ||||
|
Contacts
Invite, view and edit
|
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Schedule
View and edit
|
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|
Calendar
View and click through to tasks
|
For Companies invited to | For Companies invited to | For Companies invited to | ||
|
Timesheets
View for all Owners, Admins, Employees, Contractors
|
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Invoices
View and edit invoices (and invoice settings)
|
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Expenses
View and add
|
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|
Reports
View and export
|
For Companies invited to. Not for billable figures. | For Companies invited to. Not for billable figures. |
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