What Permission Can I Assign to My Team Member?

Billed makes it easy to work together with your colleagues and team members. It provides collaboration tools that make your business connections integrated yet secured. You can secure your system by giving limited authority to your teammates according to their position in the company.

In this article, we will cover the following:

• Summary of Permissions
• Roles of Team Members
• FAQs

Summary of Permissions

You can control their access to your Billed account by assigning the concerned roles to team members. This table shows the summary of team members' access according to their position in the company.

Symbols

• Check Mark Symbol (✓): They can see this section and have full access to the section. They can perform all the actions like create, read, update, and delete in that section.
• X Symbol (X): They can't see the section, so they can't perform any action in that section.
• Exclamation Mark Symbol (!): They can see this section but don't have full access to it. Access to this section is limited to some necessary actions.

Role of Team Members

Each team member can access your Billed account up to a certain limit. The access limit depends upon their role in the company. Following are the details about the role of team members:

Business Owner

The business owner is the one who has created the Billed account. The owner has full access to the Billed account without any limitation. The business owner is the one who assigns different roles to the team members.

Admin

When someone logs in to your Billed account as an admin, they can view each section in Billed. Admins' access details include the following:

• Dashboard: Admins can view all the details in the dashboard section.
• Clients: Admins can perform all the actions in the "Clients" section. Admins can view, create, update, delete, and export clients as well.
• Invoices: Admin can create, manage, and delete invoices.
• Payments: Admins can make payments, and they can only view, edit, or delete their own payments.
• Expenses: Admin can view, update, delete, and export all the expenses.
• Estimates: Admin can perform all the actions in the estimates section. They can also add signatures to the estimates.
• Time Tracking: Admin can add and manage all the time entries.
• Projects: Admins can see and manage all the project details and settings.
• My Team: Admins can see and manage all the team members.
• Reports: Admins can view and filter all the reports. They can also download all the reports.
• Settings: All the settings are accessible to the Admin except brands. Admins can only view the relevant brand details to which they are added. They can also edit and update the details of that brand.

Manager

When someone logs in as a manager, they can access your Billed account. However, the manager doesn't get full access. All the details about managers' access and limitations are the following:

• Clients: Managers can only view, create, update, and delete their own clients.
• Invoices: The manager is able to create, manage, and delete invoices.
• Payments: Managers can only view, edit, or delete only those payments that they make.
• Expenses: Managers can only view, create, edit, and delete their own expenses.
• Estimates: Managers can perform all the actions in the estimates section. They can also add signatures to the estimates.
• Time Tracking: The manager can add and manage all the time entries.
• Projects: Managers can see and manage all the project details and settings.
• Reports: Managers can view the reports of their own data. They can't access the overall reports.

Employee

When someone logs in as an employee, they have limited access to a Billed account. All the details about employees' access and limitations are the following:

• Expenses: Employees can only view, create, edit, and delete their own expenses.
• Time Tracking: Employees can only view, create, edit, and delete their own time entries.
• Projects: Employees can only work on assigned projects.

Contractor

When someone logs in as a contractor, they have limited access to a Billed account. All the details about contractors' access and limitations are the following:

• Time Tracking: Contractors can only view, create, edit, and delete their own time entries.
• Projects: Contractors can only work on assigned projects.

FAQs

Can I change team members' roles?

You can switch any member's role between Admin, Manager, or Employee. Follow these steps to switch roles:

1. Go to the "My Team" section.
2. Click on the concerned team member's name.
3. Click on the "Member Role" option.
4. Select an option among Admin, Manager, and Employee.
5. Press the "Update" button from the bottom to complete the process.