Product tutorial
Understand what each role can see
Compare five Company accounts: Contractor, Owner, Manager, Finance and Team Lead. See where each person works and what this Team Lead cannot open. These edited examples show their configured access; they do not change roles, approve time or send money.
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Steps you can read
- Compare the configured views
These are edited examples from five Company accounts, with the current role named in each caption. Account changes and some navigation are omitted.
- Contractor: own Company time
Contractor: use My time for your own Company time. This example shows the entry page; the save sequence is not included.
- Owner: current access role
Owner: review the person's current Access role in their Company profile. This example reads the existing Contractor role and does not change it.
- Manager: authorized team time
Manager: Team time shows only people and time records within the account's authorized scope. The example shows Leo Grant's Operations entry; it does not show time being approved or changed.
- Finance: payment records
Finance: inspect a person's payment summary within the account's access. The example remains Ready to pay with USD 0.00 paid; no payment is entered or sent.
- Team Lead: configured scope
Team Lead: in this example, Jordan has My time for their own time and no Team time view. Team Lead access depends on configured permissions and team assignments; other Team Leads can have different scopes.
- Respect the access boundary
Payments is outside this Team Lead's current access. Use Get help for an explanation, and ask a Company Owner or Admin if responsibilities have changed. Opening an area does not grant access.
Read the transcript
Contractor: open My time for your Company work.
Owner: review a person’s current Access role.
Manager: Team time shows your authorized scope.
Finance: review payment records within your access.
Opening this summary does not send money.
This Team Lead has only their own time access.
Payments is outside this Team Lead’s access.
Ask an Owner or Admin if responsibilities change.
Use Get help to understand your access.
Owner
The Owner has the highest Company authority, including ownership and consequential configuration. Keep this role limited to people who genuinely control the Company account.
Administrator
An Administrator handles broad Company setup and operations according to the active Permissions. Administrator access does not replace ownership.
Finance
Finance is intended for payment, amount, invoice, and related financial work. It should not receive unrelated people or team access automatically.
Manager
A Manager can work with specifically assigned Contractors. What the Manager can see and do still depends on the Permissions for those people; this role does not grant access to every Contractor.
Team Lead
A Team Lead is responsible for selected Contractors and receives only the operational and financial Permissions the Company chooses.
Contractor
A Contractor uses the Company areas available for their own work and records. Contractor access does not include Company-wide administration.
Change a person’s role
- In People or Company settings, find the person under **People & access** or **Company access**. Their profile also offers an Access role control when authorized.
- Choose the role and read its description before selecting Save role. This changes that person’s access immediately.
- Check the saved role. Review assigned people, teams and any specific permissions separately; a role does not automatically give access to every record.
Only people with permission to manage access can make this change. Transferring Company ownership is a separate action.
Advanced permissions
Company settings keeps detailed permissions in **Advanced permissions**, grouped by everyday tasks. Saved customizations and scopes still apply when you choose a role. A mixed group means its controls differ; inspect the individual controls instead of assuming the whole group is on or off. Save the changes explicitly and check the confirmation.