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Roles and Permissions (for clients)
Roles and Permissions (for clients)

Here's a full description of all roles and permissions that team members can have

Patrick Eidenschink avatar
Written by Patrick Eidenschink
Updated over a year ago

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:
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Owner

Full access, creator of the account

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 bills

  • Create new jobs

  • Edit or remove jobs

  • Add own notes on jobs

  • Participate in conversations with freelancers

  • Manage trusted contacts

  • Manage recruiter relations

  • Save freelancers as favourites

  • Add or remove reviews on hired freelancers

  • Manage team owners on jobs

  • Access to all jobs on company account

  • Access to account insights

  • Access and create data exports

Hiring assistant

Manage job posts and engage in conversations

  • Create new jobs

  • Edit or remove jobs

  • Add own notes on jobs

  • Participate in conversations with freelancers

  • Save freelancers as favourites

  • Add or remove reviews on hired freelancers

  • Manage team owners on jobs

  • Access to all jobs on company account

Finance

Approval of budgets

  • Approve and pay bills

  • Access to all jobs on company account

  • Access to account insights

  • Access and create data exports

Stakeholder

View freelancer candidates and add notes

  • Add own notes on jobs

  • Save freelancers as favourites

  • Access to all jobs on company account

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 freelancers

  • Save freelancers as favourites

  • Add or remove reviews on hired freelancers

  • Manage trusted contacts

  • Manage staffing agency relations

Compliance admin

Manage everything related to hiring compliance

  • Accept bid and make a contract or remove a contract

  • Approve or decline hires and contracts

  • Manage and override compliance

  • Add own notes on jobs

  • Manage staffing agency relations

  • Manage team owners on jobs

  • Access to all jobs on company account

  • Access to account insights

  • Access and create data exports

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