
The three roles
| Role | Badge | What they can do |
|---|---|---|
| Owner | Owner | ”Full access, can manage users.” Everything below, plus inviting, role changes, and deactivation. |
| Manager | Manager | ”Can edit employees and timesheets.” Review and correct time, submit payroll, approve summaries, edit settings. |
| Viewer | Viewer | ”Read-only access.” Can view but not change anything. |
The team table
| Column | What it shows |
|---|---|
| User | Name and join date |
| Email address | |
| Role | Owner, Manager, or Viewer badge |
| Status | Active, Pending (invitation not yet accepted), Expired, or Inactive |
| Last Login | Most recent sign-in, or “Never” |
| Actions | Owner-only menu: Change Role, Deactivate / Reactivate |
Inviting a team member (Owner only)
Open the invite dialog
Click Invite User. The Invite Team Member dialog explains: “Send an invitation
to a new team member. They will receive an email with instructions to set up their
account.”
Fill in their details
Enter First Name, Last Name, and Email, then pick a Role — each option
shows its description (Owner / Manager / Viewer). All fields are required.
Changing a role (Owner only)
From a user’s actions menu, choose Change Role, pick the new role, and click Update Role. You’ll see “Role updated.”You can’t change your own role, and you can’t remove the last Owner — at least one
Owner must always remain.