The three roles
Employee
Employee
The default role for team members. Employees can:
- Log and submit their own timesheets
- Request leave and track their balances
- View their assigned work schedule
- View assigned projects and update task progress and status
- Add comments to tasks and leave notes on timesheet entries
- Use the AI Assistant to draft and stage timesheet entries
- Update their own profile and change their password
- See a “Not Billed” indicator on a logged time block that was excluded from a client invoice
Manager
Manager
Managers can do everything an Employee can, plus:
- Log and submit their own timesheets
- Approve or reject timesheet entries from their direct reports
- Approve or reject leave requests from their team
- View and manage their team: balances, availability, and eligibility settings
- Create and manage projects, add tasks, and manage which employees are on each project
- Run workforce, project, and compliance reports
- Generate and manage invoices from approved timesheet data, scoped to their own team
- Exclude or restore individual timesheet blocks on a client invoice
- View the Invoices Report (paid, outstanding, and overdue revenue) for their team’s invoices
- View project hours and outstanding billable value per team member
Company Admin
Company Admin
Company Admins have full control over the entire company workspace. They can do everything a Manager can — across all employees, not just their own team — plus:There can be multiple Company Admins in one company.
- Invite and manage all users, assign roles, managers, and schedules
- Configure company rules, leave types, accrual policies, and approval workflows
- Manage billing rates and invoice templates
- Generate and manage invoices, exclude or restore billed time, and view the company-wide Invoices Report and project hours by team member
- View all approvals, reports, and audit history for the whole company
Company Admins manage and oversee the company but do not log their own timesheets. If hours need to be tracked for an admin, a separate employee account should be used.