Contractor or Member?
Both track time. Both submit their own week. The difference is what they can see.client.view and the report family. A Contractor has neither.
→ Roles and capabilities · Roles and permissions matrix
When to use each
- Use Contractor
- Use Member
- A freelancer who works on one or two projects
- Someone at an agency you subcontract to
- Anyone you do not want browsing your client list
- Anyone whose engagement has a defined end date
What contractor hours do to your margin
This is the part worth understanding before you hire.Set a contractor up
Tom invites Ana as a Contractor
Maya sets both her rates
Tom assigns her a part-time schedule
Priya adds her only to the projects she works on
Priya assigns her tasks with estimates
Running the engagement
Reconcile her invoice against approved hours
Watch the margin on projects she touches
Ending a contractor engagement
Shorter than an employee offboard, but do not skip it.Get every outstanding week submitted and approved
Reassign their open tasks
Reconcile the final invoice
Remove them, and free the seat
Common questions
Can a contractor see my other clients?
Can a contractor see my other clients?
client.view. They see the projects they are a member of, and nothing about the client behind them beyond what the project itself shows.Can a contractor see what they cost me?
Can a contractor see what they cost me?
rate.viewCost or time.viewCost, and Contractors have neither. They cannot see their own cost rate or anyone else’s. See Rate permissions.Can a contractor build a report of their own hours?
Can a contractor build a report of their own hours?
report.export runs it and sends it to them. See Export hours for payroll.Do contractors count toward my seat limit?
Do contractors count toward my seat limit?
Should the contractor's cost rate be their invoice rate?
Should the contractor's cost rate be their invoice rate?
Can a contractor approve anyone's time?
Can a contractor approve anyone's time?
Can a contractor submit expenses?
Can a contractor submit expenses?