The seven roles
Every workspace starts with these seven. You can also build custom roles from the same capability list, and all but two of the seven can be edited or renamed to fit your team.
For the exact capability-by-capability grid, see the
roles and permissions matrix.
How the roles rank
Most of the roles form a clean ladder, where each one holds everything the role below it holds:Owner (66) → Admin (65) → Project Manager (43) → Member (16) → Contractor (12) → Client (0)
The number is how many of the 66 capabilities that role carries.
Finance sits off to the side, not on that ladder. It holds 14 capabilities, all of
them also held by an Admin – but it is not a wider version of Member. A Member can
create tasks, track time and build reports. Finance cannot do any of those.
So Finance is a specialist role, not a senior one. If Daniel also needs to track
his own hours, give him a custom role that adds
time.track –
do not assume Finance already includes it.
Two other things worth knowing:
- Owner and Admin differ by exactly one thing. An Admin can do everything an Owner can, except delete the workspace. That is irreversible, so it stays with the Owner alone.
- Project Manager and Finance are siblings, not ranked. Priya (Project Manager) runs delivery. Daniel (Finance) runs the money. They overlap on invoices and expenses, and that is deliberate.
A Client holds an empty capability set. That is not an oversight – a portal
contact is not a member of your team. They see only what is shared with their
client company. See what clients can see.
Capabilities
A capability is a single named permission such astime.approve or
invoice.manage. There are 66 of them, grouped by area:
The capabilities reference lists all 66 with a plain
description of each.
A capability is not a scope
This is the single most misunderstood part of the permission model, so it is worth slowing down.- A capability answers: may you do this at all?
- A supervision scope answers: for whom?
time.viewOthers. That does
not mean she sees everybody’s hours. She sees the hours of the people in her scope.
If Jonas is not in her scope, Priya has the permission but not the person.
If someone says “I have permission but I still cannot see it”, the answer is almost
always scope. See supervision scope.
Custom roles
If none of the seven fit, an Admin or Owner can build a custom role by picking capabilities from the same list. A workspace might create “Studio Lead” – a Member who can also approve time. You can also edit five of the seven built-in roles directly. Owner and Client are locked; Admin, Project Manager, Finance, Member and Contractor can be renamed and have their capabilities changed to fit how your business actually works. Two limits apply:- Owner-exclusive actions cannot be granted. Deleting the workspace stays with the Owner no matter what role you build. It is never offered as a checkbox.
- A custom role can only combine existing capabilities. It cannot create a new kind of permission.
role.manage. See custom roles.
Per-person exceptions
Sometimes one person is the exception. Rather than building a whole role for them, you can adjust them individually. Per-person exceptions are subtractive only. They take something away. They can never grant a person something their role does not already include. If you need to grant, change the role or build a custom one. Today this is exposed as one switch: Clock in and out, on a person’s record. Example. Everyone on the team can clock in and out, but Ana is a contractor who bills by the deliverable and should not use the clock. Switch clock access off for Ana alone, and leave everyone else untouched. Location rules act as a second subtractive layer – they block an action based on where someone is, without changing their role. See per-person permissions.How the checks stack up
When you open a page, four separate gates run. They fail in different ways, and telling them apart saves a lot of support time.Who can change permissions
Common questions
Can I have two Owners?
Can I have two Owners?
A workspace has one Owner. If you need a second person with near-total control,
make them an Admin – the only thing they cannot do is delete the workspace. To
hand over the business, transfer ownership. See
change someone’s role.
Can a Member see what other people tracked?
Can a Member see what other people tracked?
Not by default. Viewing other people’s time needs
time.viewOthers, which
Members do not hold. Give them a custom role if they need it.What is the difference between Member and Contractor?
What is the difference between Member and Contractor?
Contractor is the narrower one. A Contractor tracks time and works tasks, but
cannot see your client list and cannot build reports. Use it for freelancers who
should not see your whole book of business. See
manage contractors.
Does a client contact use up a seat?
Does a client contact use up a seat?
Yes. Seats count everyone with access, including portal contacts and people who
have been invited but have not signed in yet. See seats.
Can I stop one person from seeing cost rates?
Can I stop one person from seeing cost rates?
Cost visibility is its own capability,
rate.viewCost, separate from
rate.viewBilling. Someone can see what you charge without seeing what you pay.
Reports enforce the same split. See cost rates.Related guides
Permissions matrix
Every capability against every role.
Supervision scope
Which people and projects you can see.
Custom roles
Build a role that fits your team.
Apps and modules
Switching whole areas on and off.