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Understanding User Roles

Pick the right role for each person so they see what they need and nothing more

Applies to: Workforce · Premium · LawBillity

A person's role decides what they can see and change in Time Tracker. You pick it when you add them. Most people should be employees. Save the admin roles for people who manage billing, settings, or users.

The Four Roles

Role
What they can do
Give it to
Super Admin
Everything: billing, settings, users, all data, and account-level settings like the subscription.
The account owner.
Admin
Nearly everything: settings, users, billing, and reports. May have a few limits compared with Super Admin.
People who run billing or set up the account.
Manager
See and approve their team's entries and manage projects. Limited billing and settings access.
Team leads who approve time.
Employee
Their own time and expenses only. No admin settings, billing, or other people's data.
Everyone else.

Manage Users

Manage Users lists everyone with their role, billing rate, and last login. Click the picture to see it full size.

Setting or Changing a Role

The role is set on the Access Permissions tab of the person's profile. You choose it when you add someone (see How to Invite and Add New Users). To change it later, go to Admin > Manage Users, open the person's row menu, click Edit User, and open the Access Permissions tab.

Going Beyond Roles

A role sets the general level. To limit which clients and projects someone can see, use the same Access Permissions tab. Client access is All, Some, or No, and new admins always get all clients. See Choosing What Each User Can See (Access Permissions). For a side-by-side view, see What Employees See vs. What Admins See.

Common Problems