The Three Roles
Owner
The Owner role provides full control over the company. Owners can manage every aspect of the business. Owner capabilities:- Create, edit, and delete clients
- Create, edit, and manage all gigs
- View and manage all team members’ time entries and expenses
- Create, review, send, and manage invoices
- Access and manage bookkeeping, banking, and integrations
- Edit the company profile and all company settings
- Manage subscriptions and billing through Stripe
- Invite and remove team members
- Assign and change roles for team members
- Access all reports and exports
Coordinator
Coordinators are trusted team members who help manage daily operations without needing access to billing and top-level company settings. Coordinator capabilities:- Create, edit, and manage clients
- Create, edit, and manage gigs
- View and manage time entries and expenses (their own and their team’s)
- Approve time entries and expenses submitted by Performers
- Create and review invoices
- View reports relevant to their gigs
- Log their own time and expenses
- Access subscription and billing settings
- Modify the company profile
- Invite or remove team members
- Change other users’ roles
Performer
Performers are the most focused role, designed for team members who primarily log their work. Performer capabilities:- Log time entries against gigs they are assigned to
- Create and submit expenses
- View their own timesheets and expense history
- View gigs they are assigned to
- Update their personal profile
- Create or edit clients
- Create or manage gigs
- Approve time entries or expenses
- Create or view invoices
- Access company settings, bookkeeping, or integrations
Permissions Summary
| Feature | Owner | Coordinator | Performer |
|---|---|---|---|
| Log time and expenses | Yes | Yes | Yes |
| View own timesheets | Yes | Yes | Yes |
| Edit personal profile | Yes | Yes | Yes |
| Create/edit clients | Yes | Yes | No |
| Create/edit gigs | Yes | Yes | No |
| Approve time/expenses | Yes | Yes | No |
| Create/send invoices | Yes | Yes | No |
| View all team data | Yes | Yes | No |
| Company profile | Yes | No | No |
| Subscription/billing | Yes | No | No |
| Invite/manage members | Yes | No | No |
| Bookkeeping/integrations | Yes | Limited | No |
Inviting Team Members
To invite someone to your company:- Navigate to your company settings (Owners only)
- Find the team members or invitations section
- Enter the person’s email address
- Select the role: Coordinator or Performer
- Send the invitation
Changing Roles
Owners can change any team member’s role at any time:- Go to company settings
- Find the team member in the members list
- Change their role using the role selector
- Save the change
Warning: Be careful when assigning the Owner role. Owners have full access to billing, company settings, and all data. Only assign this to trusted individuals.
Choosing the Right Role
Solo freelancer
If you work alone, you only need the Owner role (which you get automatically).Small team (2-5 people)
A typical setup is one Owner and the rest as Performers. Add a Coordinator if someone helps with project management or needs to approve time entries.Larger team
Consider 1-2 Owners for business continuity, a few Coordinators for different projects, and Performers for everyone else.Frequently Asked Questions
Can one person have different roles in different companies?
Yes. Your role is assigned per company. You can be an Owner of your own company and a Performer in another.Can a company have multiple Owners?
Yes. You can assign the Owner role to more than one person if needed.What if I need a role that combines Coordinator and Performer?
Coordinator already includes all Performer capabilities plus additional management and approval permissions.Can I change someone’s role after they have been invited?
Yes. Owners can change any team member’s role from the company settings at any time.Every company must have at least one Owner. The person who creates the company automatically becomes its first Owner.