Roles and permissions: admin, manager and member
Every person on a LockedHours account has one of three roles. This is exactly what each one can see and do.
Who can do this: Everyone on the teamUpdated · 2 min read
You choose a person's role when you invite them. The Access column on the Team page shows each person's role.
| What | Member | Manager | Admin |
|---|---|---|---|
| Track and edit their own time | Yes | Yes | Yes |
| Add expenses and receipts; edit their own until invoiced | Yes | Yes, and everyone's | Yes, and everyone's |
| Expense categories | No | Yes | Yes |
| See projects and their budgets | Yes | Yes | Yes |
| Create and edit clients, tasks and projects; archive projects | No | Yes | Yes |
| Reports: Time, Detailed and Expenses tabs | Own time and expenses only, without amounts | Everyone's, with amounts | Everyone's, with amounts |
| Reports: Uninvoiced, Budgets, Profitability, Team | No | Yes | Yes |
| Invoices and recurring invoices | No | Yes | Yes |
| See the team list | Yes | Yes | Yes |
| Invite people and set hourly and cost rates | No | No | Yes |
| Settings (business details, numbering, invoice defaults, account preferences) | No | No | Yes |
| Import from Harvest, export all data, close the account | No | No | Yes |
| Ask for help (Help tickets) | Yes | Yes | Yes |
Project managers
Separately from the role, anyone assigned to a project can be ticked as Project manager in the project's Team section. Project managers get the budget alert emails for that project, along with every admin. It doesn't give them any extra access.
Changing someone's role
People without an account
People imported from Harvest who haven't joined yet show No account yet in the Access column. Their time is kept, they appear in reports, and they don't count as seats until they accept an invitation.
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