Manager Role

The Manager role provides focused access to essential management functions in Assignar Pay. This role is designed for project managers, department heads, and team leaders who need to oversee specific areas like projects, timesheets, and team coordination without requiring full administrative access.

Who Should Be a Manager?

The Manager role is perfect for:

• Project managers who oversee specific projects or initiatives
• Department heads who lead specific business areas
• Team leaders who coordinate work activities
• Supervisors who manage day-to-day operations
• Coordinators who facilitate between teams and departments

Key Management Capabilities

As a Manager, you have focused access to essential management features:

📊 Invoice and Financial Management

• Create invoices for your projects and clients
• Edit and update existing invoices
• View all invoice information and status
• Monitor financial performance for your areas
• Access payment history and financial data related to your work

🛒 Order Management

• Create orders for your projects and initiatives
• Update existing orders and requirements
• View order status and fulfillment progress
• Coordinate procurement for your team's needs
• Track spending and budget allocation

⏰ Team Time Management

• Create timesheets for your team members
• Update and edit timesheet entries
• View comprehensive timesheet data
• Monitor team productivity and time allocation
• Manage time tracking for projects and tasks

🏢 Client and Project Information

• View all client information and relationships
• Access project data relevant to your work
• Monitor project progress and status
• Coordinate with clients and stakeholders
• Track project milestones and deliverables

📈 Schedule and Rate Viewing

• View Schedule of Values (SOV) for projects
• Access Schedule of Rates (SOR) information
• Review rate structures for planning
• Use rate data for project estimation
• Monitor pricing and cost information

🔧 Master Items Access

• View all master items and templates
• Use master items for project planning
• Reference standard items for estimation
• Access item libraries for efficient planning
• Coordinate with standard business items

💰 Financial Reporting

• View payment history for your areas
• Access financial reports relevant to your projects
• Monitor budget performance and spending
• Track financial trends for your responsibilities
• Generate reports for stakeholder updates

⏰ Payroll Information

• View payroll information for your team
• Access payroll reports and data
• Monitor compensation and pay structures
• Review payroll trends and patterns
• Coordinate with payroll processing

📁 Document Management

• Create and organize project documents
• Edit and update existing documents
• View all documents relevant to your work
• Manage document sharing and access
• Coordinate document workflows

🤖 Productivity Tools

• Access AI-powered features for insights
• Use productivity tools for efficiency
• Leverage reporting capabilities
• Access advanced planning tools
• Utilize automation features

What Managers Cannot Do

The Manager role has focused permissions with some limitations:

❌ Advanced Administrative Functions

• Cannot invite new team members or assign roles
• Cannot modify account settings or integrations
• Cannot access billing or subscription information
• Cannot delete orders, timesheets, or major data

❌ Advanced Financial Operations

• Cannot approve invoices or change invoice statuses
• Cannot send invoices directly to customers
• Cannot delete invoices or financial records
• Cannot process payments or handle billing

❌ Rate and Schedule Management

• Cannot create or modify Schedule of Rates (SOR)
• Cannot update or delete rate structures
• Cannot create or edit Schedule of Values (SOV)
• Cannot modify master items or templates

❌ Team and Customer Management

• Cannot manage team member permissions
• Cannot invite customers or manage customer access
• Cannot modify payroll rates or structures
• Cannot delete documents or major business data

Best Practices for Managers

🎯 Project Focus

• Maintain clear objectives for your projects and initiatives
• Monitor progress regularly and address issues promptly
• Coordinate resources effectively across your team
• Communicate status to stakeholders and leadership

👥 Team Coordination

• Support team members with guidance and resources
• Track time and productivity to optimize performance
• Facilitate collaboration between team members
• Provide feedback and recognition for good work

📊 Data Management

• Keep records accurate and up-to-date
• Monitor budgets and financial performance
• Track milestones and deliverable completion
• Report regularly to management and stakeholders

🔄 Process Optimization

• Identify improvements in workflows and procedures
• Suggest enhancements to increase efficiency
• Coordinate changes with appropriate approvals
• Measure results and adjust strategies

Working with Other Roles

As a Manager, you'll collaborate across all organizational levels:

🏢 With Owners and Admins

• Report progress and escalate issues as needed
• Request resources and approvals for initiatives
• Implement strategies and organizational goals
• Seek guidance on policy and procedural questions

📊 With Other Managers

• Coordinate projects that span multiple areas
• Share resources and collaborate on initiatives
• Exchange information and best practices
• Support cross-functional activities

👤 With Members

• Assign tasks and coordinate work activities
• Monitor performance and provide support
• Manage timesheets and work scheduling
• Provide training and development opportunities

🤝 With Customers

• Coordinate project communications and updates
• Handle inquiries related to your projects
• Manage expectations and deliverable timelines
• Ensure satisfaction with project outcomes

Common Manager Workflows

Daily Management

1. Review team timesheets and approve entries
2. Check project progress and address any issues
3. Update project documents and status reports
4. Coordinate with stakeholders on daily activities
5. Monitor budget and resource allocation

Weekly Planning

1. Generate progress reports for leadership
2. Plan upcoming work and resource needs
3. Review financial performance against budgets
4. Coordinate team meetings and planning sessions
5. Update project timelines and milestones

Monthly Review

1. Analyze team performance and productivity trends
2. Review project budgets and financial outcomes
3. Plan upcoming initiatives and improvements
4. Coordinate with other managers on shared resources
5. Report to leadership on achievements and challenges

Making the Most of Manager Access

To be effective in the Manager role:

1. Understand your scope and responsibilities clearly
2. Build strong relationships with your team members
3. Stay organized with consistent processes and documentation
4. Communicate regularly with all stakeholders
5. Monitor performance using available reporting tools
6. Focus on results and continuous improvement
7. Leverage technology to increase efficiency
8. Develop your team and their capabilities

Requesting Additional Access

If you find you need capabilities beyond the Manager role:

• Discuss with Owners/Admins about your specific needs
• Document business justification for additional access
• Consider role upgrade if responsibilities have expanded
• Request specific permissions for particular projects
• Explore delegation options from higher-level roles

The Manager role is designed to provide the right level of access for effective project and team management while maintaining appropriate security and organizational boundaries. Use this access to drive successful outcomes for your projects and team members.