Manager role

Managers run the work: projects, bids, timesheets, procurement and workpacks. Invoices, payroll and the organization's settings stay with Owners and Admins.

What Managers can do

By default a Manager can:

• Clients and projects: create, update, delete and view clients, projects and orders, and invite client contacts to the customer portal (Invite customer portal users). See Manage clients and projects.
• Bids: everything, including sending, approving and changing a bid's status, and its templates, assemblies and print templates.
• Timesheets: create, update, delete, view, review and approve. See Review timesheets.
• Rates and cost codes: schedules of rates and schedules of values, and cost codes, including deleting them.
• Assets: view, create, update, delete and allocate assets and asset classes.
• Procurement: purchase orders, including approving them, their print templates, suppliers and supplier invitations, subcontractors, and supplier invoices, including approving them.
• Workpacks: view, manage, sign off and approve.
• Forms and documents: build and manage forms, set required forms, let workers check in without required forms, and create, update and view documents.
• People: change the role of, adjust the access of, or remove Field users and Visitors, and give a worker a login from their worker profile (Invite workers to Pay). See Manage your team.
• Messaging and SMS: view and send SMS, and, where your organization has Messages, view, send, announce and manage in-app messages.
• Other: Manage tags, View background jobs, View payment history, Use the AI assistant, and building workflows and deciding approvals in Assignar Connect.

What Managers can't do

By default a Manager doesn't have:

• Any invoice permission, so Invoices and Billable Units are not in their sidebar; under Revenue they see Schedule of Rates only.
• Any payroll permission, so Pay Rates is not in their sidebar; under Payroll they see Allowances only.
• Manage settings, Manage integrations, Manage secrets, the API key permissions or Manage billing.
• Manage invitations, so there is no Invite Members button for them on the Members list. They can still give workers a login from their worker profile.
• Manage SMS, Delete documents, Process payments, View finance reports, Override workpacks and Override workpack status.
• See sensitive worker data, so worker custom fields and competency notes and documents marked sensitive are hidden from them.

For the full list, see the Permissions reference.