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What kind of roles can I give to my team members?

Each team member you invite to your account is assigned a role. These roles determine the level of account permissions a team member is given. The available roles are:

  • Admin: This role gives the team member complete access to your Harpoon account. The only thing an Admin can’t do is access your account’s subscription screen. Only the Owner of the account can manage the account’s subscription, and there’s only one Owner per account. The role of Admin is perfect for co-owners and business partners.
  • Manager: Managers have permission to view, edit, and manage projects, but only projects they’ve been assigned to. Managers can view the Project Details screen for their assigned projects, as well as create invoices and estimates for those projects. But they cannot send invoices or estimates to your clients. Only Admins and the Owner can do that. The role of Manager is ideal for project managers and coordinators.
  • Staff: Time tracking is the only feature that Staff have access to in your account. And they can only track time for projects they’ve been assigned to. Staff cannot view Project Details screens, only the Time screens for time tracking purposes. The role of Staff is great for employees and contractors.

To learn more about teams view our Teams support articles.

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