Member Role

The Member role provides essential access for individual contributors, employees, and team members who need to use Assignar Pay for their daily work without administrative responsibilities. This role is designed to give you the tools you need to be productive while maintaining appropriate security boundaries.

Who Should Be a Member?

The Member role is ideal for:

• Regular employees who need platform access for daily work
• Individual contributors who focus on specific tasks and projects
• Contractors who work on your projects and need basic access
• Staff members who don't require management or administrative functions
• Team members who need to contribute to projects and track their work

Essential Work Capabilities

As a Member, you have access to key features needed for productive work:

📊 Invoice Creation

• Create invoices for your work and contributions
• View all invoice information and status
• Track your billing and work-related invoicing
• Monitor invoice progress and approval status
• Access invoice data relevant to your work

👀 Information Access

• View client information and relationships
• Access project data relevant to your work
• See timesheet information for reference and planning
• View order information and status
• Access relevant business data for your tasks

📁 Document Management

• Create and organize your work documents
• Edit and update existing documents
• View all documents relevant to your work
• Collaborate on shared documents
• Manage your document contributions

🤖 Productivity Tools

• Access AI-powered features for efficiency
• Use productivity tools and automation
• Leverage insights for better work performance
• Access advanced features for individual productivity
• Utilize platform tools to enhance your work

What Members Cannot Do

The Member role focuses on individual productivity with some limitations:

❌ Administrative Functions

• Cannot invite new team members or assign roles
• Cannot modify account settings or integrations
• Cannot access billing or subscription information
• Cannot manage team permissions or access levels

❌ Advanced Financial Operations

• Cannot edit or update invoices once created
• Cannot approve invoices or change invoice statuses
• Cannot send invoices directly to customers
• Cannot delete invoices or financial records
• Cannot access payment processing or billing management

❌ Team Management Functions

• Cannot create or edit timesheets for others
• Cannot update timesheet entries or manage team time
• Cannot delete timesheets or time-related data
• Cannot manage payroll or compensation information

❌ Advanced Business Operations

• Cannot create or modify orders
• Cannot update client information or relationships
• Cannot delete documents or major business data
• Cannot manage customer access or permissions
• Cannot access advanced reporting and analytics

❌ Rate and Schedule Management

• Cannot view or access Schedule of Rates (SOR)
• Cannot access Schedule of Values (SOV) information
• Cannot view master items or templates
• Cannot access rate structures or pricing information

Best Practices for Members

🎯 Focus on Your Work

• Stay organized with your documents and contributions
• Keep invoices accurate and submit them promptly
• Communicate clearly with your team and managers
• Use available tools to maximize your productivity

📊 Information Management

• Keep your work data up-to-date and accurate
• Reference available information to inform your decisions
• Document your contributions clearly and thoroughly
• Collaborate effectively using shared documents

🔄 Communication and Coordination

• Report progress to managers and team leaders
• Ask questions when you need additional access or information
• Share updates on your work and contributions
• Coordinate with teammates on shared projects

🛡️ Security and Compliance

• Protect sensitive information according to company policies
• Use your access responsibly and only for work purposes
• Report security concerns to management
• Follow company guidelines for data handling and privacy

Working with Other Roles

As a Member, you'll collaborate with team members at different levels:

🏢 With Owners and Admins

• Follow guidance and company policies they establish
• Report issues or concerns that need leadership attention
• Request access if you need additional capabilities for your work
• Provide feedback on platform usage and improvements

📊 With Managers

• Coordinate your work according to their direction
• Provide updates on project progress and status
• Ask for guidance when you need help or clarification
• Collaborate effectively on shared projects and initiatives

👤 With Other Members

• Share information and collaborate on joint projects
• Support teammates with knowledge and assistance
• Coordinate efforts to avoid duplication and conflicts
• Learn from each other to improve skills and efficiency

🤝 With Customers (indirectly)

• Provide quality work that reflects well on customer relationships
• Follow guidelines for customer-facing activities
• Contribute to customer satisfaction through your work quality
• Support customer service through your contributions

Common Member Workflows

Daily Work

1. Review relevant information for your tasks and projects
2. Create documents and track your work contributions
3. Update progress on assigned tasks and deliverables
4. Coordinate with managers on priorities and deadlines
5. Use productivity tools to enhance efficiency

Weekly Activities

1. Create invoices for completed work (if applicable)
2. Review project status and upcoming deadlines
3. Collaborate with teammates on shared deliverables
4. Update documentation for your contributions
5. Plan upcoming work based on priorities

Monthly Review

1. Review your work performance and contributions
2. Plan professional development and skill improvement
3. Assess tool usage and productivity enhancement opportunities
4. Coordinate with managers on role development and growth
5. Provide feedback on platform features and usability

Making the Most of Member Access

To be effective in the Member role:

1. Understand your responsibilities and scope of work clearly
2. Use available tools effectively to enhance productivity
3. Communicate proactively with managers and teammates
4. Stay organized with consistent work practices
5. Focus on quality in all your contributions
6. Ask for help when you need guidance or additional access
7. Contribute positively to team goals and objectives
8. Continuously improve your skills and platform usage

Requesting Additional Access

If your work requires capabilities beyond the Member role:

• Discuss with your manager about specific needs and justification
• Document why additional access would improve your work effectiveness
• Consider if your role has evolved to require different permissions
• Request specific features that would help your productivity
• Explore training opportunities to maximize your current access

Growing Beyond Member Role

As you develop in your career, you might grow into roles with additional access:

• Demonstrate leadership and take on additional responsibilities
• Show competency in managing projects and coordinating with others
• Build trust with management through consistent, quality work
• Express interest in expanded roles and responsibilities
• Develop skills that align with higher-level role requirements

The Member role is designed to provide the essential access you need to contribute effectively to your team's success while maintaining appropriate security and organizational structure. Focus on using this access to deliver excellent work and grow your capabilities within the organization.