Permissions
Set practice, project and people access independently.
Access levels
Project lead
Set hidden, view or edit access to finances, rates and leave, one area at a time. Then grant project access through the work.
Set access domain by domain.
Keep practice, project and people permissions separate instead of making one administrator-or-member choice govern everything.
Practice permissions
Business finances, rates and reports each get their own setting.
Project permissions
Each project area has its own setting, such as Revenue, Expenses or Time.
People permissions
Each people area has its own setting, such as Profiles, Leave or Assignments.
Grant access through the work.
Grant project access to a person directly, through the work they own or are assigned, or by a group such as team, role or office. Access to one task branch does not expose another.
Direct access and ownership
Assign access manually or through ownership of the main project.
Assigned work can grant access
Use access from assigned work when no direct or ownership access applies.
People filters
Match everyone, or a team, role or office.
Hide money without showing zero.
Keep practice finance, rates and project money separate, then narrow financial access by office.
Separate financial access
One finance permission does not silently grant every financial value.
Absent, not zero
Unavailable money and affected totals remain absent instead of showing $0.
Reports respect the same access
Shared reports still require access to the projects and records they contain.
Preview access before you hand it over.
See the product as another team member in a read-only preview, then invite people with a Viewer login when that boundary fits.
Read-only preview
See exactly what the selected person sees; no changes can be made in preview.
Unlimited Viewer accounts
View-only users are unlimited and free. A person whose work you plan, record or bill needs a billable seat.
Viewer financial boundary
Keep project fees and costs hidden unless access is granted separately.
Access permissions and billing are separate.
A Viewer uses an invited login. Project fees, costs and margin need separate access. Linked people can manage their own time and leave, but anyone whose work you plan, record or bill needs a billable seat.
Resource the practice
Explore related capabilities
Delegate the project. Keep the finances yours.
See how this looks on one project from your practice.