This guide explains the three user roles in your account: Admin, Manager, and Contributor, and what each role can and cannot do.
Assigning the right role ensures team members have the access they need while protecting sensitive business information. This helps maintain data security, improves efficiency, and avoids costly mistakes.
Roles Overview
Role | Best For | Access Level |
Admin | Account owners and senior leaders | Full system access |
Manager | Senior team members or lead consultants | Broad client access without billing control |
Contributor | Consultants providing direct client support | Limited to assigned clients |
Role Details and Permissions
1. Admin (Owner/Admin)
Highest level of access. Usually, the account creator or business owner.
Admins can manage the entire platform, including billing, settings, and all client accounts.
Permissions include:
Manage subscription and billing
Add or remove users, and assign roles
Access all clients, contacts, and data
Create, edit, archive, or delete clients, projects, tasks, notes, and documents
Full access to all client accounts and details
View and edit all user activity logs
Manage global integrations (e.g., payroll, Stripe)
Customize branding, templates, and settings
Assign clients to specific HR consultants
Export all data and reports
Reassign client ownership
Set platform-wide defaults and visibility rules
2. Manager
Strong permissions for client and team management. Cannot control billing, branding, or major integrations.
Permissions include:
Add or remove contributors (cannot upgrade users to Manager or Admin)
Access all clients, contacts, and data
Create, edit, archive, or delete clients, projects, tasks, notes, and documents
Full access to all client accounts and details
View and edit all user activity logs
Assign clients to specific HR consultants
Reassign client ownership
Not permitted:
Managing subscription and billing
Managing global integrations
Customizing branding, templates, and settings
Exporting data and reports
Setting platform-wide defaults and visibility rules
3. Consultant
Focused on assigned client work. Consultants can only see and edit their assigned clients’ information. If a consultant is not assigned to a client, they will not be able to manage any projects, tasks, or notes for that account.
Permissions include:
Create, edit, archive, or delete clients, projects, tasks, notes, and documents (only for assigned clients)
Manage client-specific integrations (e.g., scheduling, payroll for assigned clients)
Export timesheets for assigned clients
Not permitted:
Managing subscription and billing
Adding or removing contributors
Accessing all clients (only assigned clients are visible)
Viewing or editing user activity logs
Managing global integrations
Customizing branding, templates, and settings
Assigning clients to HR consultants
Reassigning client ownership
Setting platform-wide defaults and visibility rules
Choosing the Right Role
When deciding on a role:
Admin → For owners or senior leaders needing complete account and settings control.
Manager → For leaders who manage multiple consultants and clients but do not need billing or integration control.
Contributor → For consultants working directly with clients, limited to their assigned accounts.
Tip: Assign the lowest role necessary to reduce the risk of accidental changes and keep client data secure.