Settings & admin

Roles and data access

Owner, admin, manager, member, and viewer, plus the data-access matrix.

Roles decide what each person can do. The Data Access matrix controls which work records each role can see.

The roles

• Owner: full control of the workspace, including billing.
• Admin: manage settings, teams, and people.
• Manager: review and approve their team’s time, and manage projects.
• Member: track and release their own time.
• External and Viewer: limited, read-oriented access for people outside the core team.

The Data Access matrix

Under Settings → Security → Data Access, control what each role can reach per area (Timesheets, Projects, Meetings, Exports, Timeline). For each, pick a scope: None, only their own data, their assigned team, that team plus sub-teams, or the entire workspace.

Timesheet visibility

Timesheet access follows a fixed model: members see their own time, managers see the time they manage, and admins see the workspace.