Roles & Permissions

Control access with roles and permissions

Roles determine what team members can see and do in your workspace. Assign appropriate roles to maintain security while enabling collaboration.

Default Roles

• Owner

  Full control over the workspace, including billing, settings, and team management. Can delete the workspace.

• Admin

  Can manage team members, projects, and most settings. Cannot access billing or delete the workspace.

• Member

  Can work on assigned projects, track time, and collaborate with the team. Cannot change workspace settings.

• Viewer

  Read-only access to projects and data. Cannot make changes or track time.

Permission Areas

Permissions cover key areas:

• Projects and tasks
• Accounts and contacts
• Time tracking
• Invoicing and estimates
• Documents
• Team management
• Workspace settings