Admin Role

The Admin role provides comprehensive access to most Assignar Pay features, making it perfect for operations managers, senior staff, and trusted employees who handle day-to-day business management. Admins can manage most aspects of your account except billing and fundamental ownership settings.

Who Should Be an Admin?

The Admin role is ideal for:

• Operations managers who oversee daily business activities
• Senior staff members with management responsibilities
• Trusted employees who need broad access to manage operations
• Department heads who coordinate multiple business functions
• Office managers who handle administrative tasks across teams

Comprehensive Access Capabilities

As an Admin, you have access to most features in Assignar Pay:

🏢 Account and Settings Management

• Configure most account settings and preferences
• Manage integrations with other business tools
• Set up workflows and operational procedures
• Customize platform features for your team
• Handle general account administration

👥 Team and Collaboration Management

• Invite new team members to join your account
• Assign roles to team members (except Owner roles)
• Manage team member access and permissions
• Coordinate team activities and projects
• Handle team member questions and support

📊 Financial Operations

• Create and edit invoices for clients
• Approve invoices and manage approval workflows
• View financial reports and payment history
• Monitor business performance and analytics
• Handle customer billing inquiries

🛒 Order and Procurement Management

• Create and manage orders for your business
• Edit existing orders and update requirements
• Delete orders when necessary
• Track order status and fulfillment
• Coordinate with suppliers and vendors

📈 Schedule and Rate Management

• Create and update Schedule of Rates (SOR)
• Manage rate structures for different services
• Delete rate schedules when no longer needed
• View rate information for planning purposes
• Coordinate pricing strategies with the team

🔧 Master Items and Templates

• Create reusable master items for projects
• Update existing master items and templates
• View all master items for planning purposes
• Organize items for efficient project management
• Maintain libraries of common business items

💰 Financial Reporting and Analysis

• Access comprehensive financial reports
• View payment history and transaction details
• Monitor business performance metrics
• Generate reports for stakeholder review
• Track financial trends and patterns

🤝 Customer Relationship Management

• Invite customers to access specific information
• Manage customer permissions and access
• Create and maintain client relationships
• Update client information and preferences
• Handle customer communications and support

⏰ Payroll and Time Management

• Create and manage payroll for your team
• Process payroll payments and reporting
• Update payroll information and rates
• Delete payroll records when necessary
• View comprehensive payroll reports
• Manage timesheet operations for the team
• Create, update, and delete timesheet entries
• Monitor team time allocation and productivity

📁 Document Management

• Create and organize business documents
• Edit and update existing documents
• Delete documents when no longer needed
• View all documents in your account
• Manage document access and sharing

🤖 Advanced Features Access

• Use AI-powered features for business insights
• Access productivity tools and automation
• Utilize advanced reporting capabilities
• Leverage machine learning features
• Access beta features and new tools

What Admins Cannot Do

While Admins have broad access, some capabilities are restricted to Owners:

❌ Billing and Subscription Management

• Cannot modify subscription plans or billing settings
• Cannot update payment methods or billing information
• Cannot access detailed billing history
• Cannot cancel or downgrade subscriptions

❌ Account Ownership Functions

• Cannot assign Owner roles to team members
• Cannot remove existing Owners from the account
• Cannot delete the entire account
• Cannot make fundamental ownership changes

❌ Advanced Role Management

• Cannot manage other Admin roles (peer-level restriction)
• Cannot change roles of team members with equal or higher authority
• Cannot override Owner-level decisions

Best Practices for Admins

🎯 Focus on Operations

• Streamline workflows to improve team efficiency
• Monitor performance and identify improvement opportunities
• Coordinate activities across different team functions
• Maintain quality standards for all business operations

👥 Team Leadership

• Support team members with training and guidance
• Facilitate communication between different team roles
• Resolve conflicts and operational challenges
• Encourage collaboration and knowledge sharing

📊 Data Management

• Regular reporting to keep stakeholders informed
• Maintain accuracy in all financial and operational data
• Monitor trends and provide insights to leadership
• Ensure compliance with business policies and procedures

🔄 Process Improvement

• Identify bottlenecks in current workflows
• Suggest improvements to increase efficiency
• Implement changes with appropriate team coordination
• Measure results and adjust strategies as needed

Working with Other Roles

As an Admin, you'll collaborate with all team levels:

🏢 With Owners

• Report on operations and provide regular updates
• Seek approval for major decisions or changes
• Implement strategies set by ownership
• Escalate issues that require Owner-level attention

📊 With Managers

• Coordinate projects and resource allocation
• Support management initiatives and goals
• Provide oversight and operational guidance
• Facilitate planning and strategic implementation

👤 With Members

• Provide support and answer operational questions
• Assign tasks and coordinate work activities
• Monitor progress and provide feedback
• Ensure access to necessary tools and information

🤝 With Customers

• Manage relationships and communication
• Handle inquiries and resolve issues
• Coordinate access to relevant information
• Maintain satisfaction and service quality

Common Admin Workflows

Daily Operations

1. Review pending invoices and approve as needed
2. Monitor team activity and address any issues
3. Process new orders and coordinate fulfillment
4. Update schedules and rates as market conditions change
5. Handle customer communications and support requests

Weekly Management

1. Generate reports for leadership review
2. Review team performance and payroll processing
3. Coordinate upcoming projects and resource allocation
4. Update documentation and process improvements
5. Plan team meetings and strategic discussions

Monthly Planning

1. Analyze financial performance and trends
2. Review team structure and role assignments
3. Plan upcoming initiatives and improvements
4. Update schedules and rates based on business needs
5. Coordinate with Owners on strategic decisions

Getting the Most from Admin Access

To maximize your effectiveness as an Admin:

1. Understand your business and operational goals thoroughly
2. Build strong relationships with team members at all levels
3. Stay organized with clear processes and documentation
4. Communicate regularly with Owners and other stakeholders
5. Continuously improve operations and team efficiency
6. Leverage reporting tools to make data-driven decisions
7. Maintain security and proper access controls
8. Keep learning about new features and capabilities

The Admin role is designed to empower operational excellence while maintaining appropriate security boundaries. Use this access to build efficient, effective operations that support your business goals.