Set up your team for consistent, reliable project delivery

Who can see and change things determines how reliable your project data stays as projects scale.

• Invite team members who will actively contribute (assign tasks, log time, or manage the project).

• Assign Project Administrator access to anyone managing financials, settings, or project structure.

• Set site-level permissions to define what each person can see and do across your account.

• Configure project privacy to protect sensitive client or financial information.

With roles, you can filter, assign, and report by function across every project, making resourcing and reporting more consistent.

• Create role types that reflect your team's functions (e.g. Designer, Developer, Project Manager).

• Assign a role to every team member — people without roles are invisible to role-based filtering.

• Keep role names consistent across your account to ensure accurate reporting.

Teams turn your people view into a planning and reporting layer. You can filter work by team, compare workloads across groups, and report on delivery by unit.

• Group people into the delivery units that reflect how your organization works (e.g., Design, Engineering, Client Services).

• Use teams as a filter across projects, workload, and reporting views.

• Keep teams updated as your organization's structure changes.

Project-level permissions control who can manage a project versus who simply works within it. Setting these correctly keeps financial data, settings, and reporting in the right hands.

• Add only the team members who will actively contribute to the project.

• Assign Project Admin access to anyone who needs to manage project settings, budgets, or financials.

• Set project privacy to control whether the project is visible to all site members or restricted to assigned people only.

Rates connect your people to your project financials. Once set, every hour logged carries a cost and revenue value so you can see whether a project is on track to be profitable before it is too late to act.

• Add a site-level billable and cost rate for each team member.

• Set project-level rates before any project work begins.

• Review and update rates whenever compensation or billing terms change.