Depending on what role you have, you have permission to do different things in your shared company account. From your dashboard (your starting page), you can find what role you have yourself:
Owner
Full access, creator of the account.Full access to all functionalities.
If you need to re-assign owner role, please contact Worksome support.
Administrator
Full administrative access to the company account
Hiring admin
Manage everything related to hiring incl. payments
Accept bid and make a contract or remove a contract
Approve and pay payment requests
Create new jobs
Edit or remove jobs
Add own notes on jobs
Participate in conversations
Manage trusted contacts
Access Talent Pool
Manage staffing agency relations
Save freelancers as favorites
Add or remove reviews
Manage team owners on jobs
Access to all job posts on company account
Access to all hires on company account
Access to account insights
Access and create data exports
Access all projects
Manage job budgets
Manage account documents bank
Hiring assistant
Manage job posts and engage in conversations
Create new jobs
Edit or remove jobs
Add own notes on jobs
Participate in conversations
Save freelancers as favorites
Add or remove reviews
Manage team owners on jobs
Access to all job posts on company account
Access to all hires on company account
Access all projects
Manage job budgets
Manage account documents bank
Finance manager
Approval of payment requests and access to account payments data
Approve and pay payment requests
Access to all job posts on company account
Access to all hires on company account
Access to account insights
Access and create data exports
Access all projects
Finance assistant
Approval of payment requests only on their own projects
Approve and pay payment requests
Stakeholder
View freelancer candidates and add notes
Add own notes on jobs
Save freelancers as favorites
Access to all job posts on company account
Access to all hires on company account
Access all projects
Access Talent Pool
Project manager
Hiring admin who will only see their own projects
Accept bid and make a contract or remove a contract
Approve and pay bills
Create new jobs
Edit or remove jobs
Add own notes on jobs
Participate in conversations with external workers
Save external workers as favourites
Add or remove reviews on hired external workers
Project assistant
Hiring assistant who will see their own projects, excluding the ability to approve and pay payment requests, accept bids, and make or remove contracts.
Accept bid and make a contract or remove a contract
Approve and pay payment requests
Create new jobs
Edit or remove jobs
Add own notes on jobs
Participate in conversations
Save freelancers as favorites
Add or remove reviews
Manage trusted contacts
Access Talent Pool
Manage staffing agency relations
Manage job budgets