Owner Role

The Owner role provides complete control over your Assignar Pay account. This role is designed for business owners, executives, or primary account holders who need unrestricted access to all features and data.

Who Should Be an Owner?

The Owner role should be assigned to:

• Business owners who need complete financial oversight
• Company executives responsible for strategic decisions
• Primary account holders who manage the overall business relationship
• Key decision-makers who need access to billing and sensitive operations

Full Access Capabilities

As an Owner, you have complete access to every feature in Assignar Pay:

💳 Billing and Subscriptions

• Manage your subscription plan and billing settings
• Update payment methods and billing information
• View and download billing history
• Cancel or modify your subscription
• Process payments and handle financial transactions

👥 Team Management

• Add and remove team members from your account
• Assign and modify roles for all team members
• Manage user permissions and access levels
• View team activity and usage reports
• Handle team invitations and onboarding

📊 Financial Operations

• Create, edit, and delete invoices
• Send invoices to customers and clients
• Approve and manage invoice workflows
• Change invoice statuses and handle disputes
• Access all financial reports and analytics
• View complete payment history and processing data

🏗️ Project and Business Management

• Create and manage all client relationships
• Set up and oversee project contracts and agreements
• Manage Schedule of Values (SOV) for projects
• Create and modify Schedule of Rates (SOR)
• Handle master items and reusable components
• Oversee order management and procurement

⏰ Time and Payroll Management

• Create and manage payroll for your team
• Full control over timesheet management
• Process payroll payments and reporting
• Set up pay rates and compensation structures
• Monitor team productivity and time allocation

📁 Document and Data Management

• Create, edit, and delete all documents
• Manage customer access to specific information
• Control data sharing and privacy settings
• Handle document organization and filing
• Manage integrations with other business tools

🤖 Advanced Features

• Access AI-powered business insights
• Use advanced reporting and analytics
• Integrate with external business systems
• Customize workflows and automation
• Access beta features and advanced tools

Security and Responsibilities

With great power comes great responsibility. As an Owner, you should:

🔒 Protect Your Account

• Use strong, unique passwords
• Enable two-factor authentication
• Regularly review team access and permissions
• Monitor account activity for unusual behavior
• Keep your contact information up to date

👤 Manage Your Team Wisely

• Assign roles based on actual job responsibilities
• Regularly review team member access needs
• Remove access for departing team members promptly
• Train team members on proper platform usage
• Establish clear policies for data handling

💰 Handle Financial Data Carefully

• Regularly review billing and subscription usage
• Monitor financial transactions and reports
• Ensure compliance with financial regulations
• Keep sensitive financial data secure
• Maintain proper backup and recovery procedures

Special Owner Privileges

Some actions can only be performed by Owners:

• Billing Management: Only Owners can modify subscription plans or payment methods
• Account Deletion: Permanently deleting data requires Owner authorization
• Primary Owner Protection: The primary account owner cannot be removed by other team members
• Final Authority: Owners can override decisions made by other team members
• Legal Compliance: Owners are responsible for ensuring proper business compliance

Best Practices for Owners

Delegation Strategy

• Assign Admin roles to trusted team members for daily operations
• Use Manager roles for project and team leadership
• Keep Owner access limited to key decision-makers
• Regularly review role assignments as your business grows

Security Management

• Limit Owner accounts to only those who absolutely need full access
• Regular audits of team access and permissions
• Document policies for data access and usage
• Plan for succession in case of staffing changes

Financial Oversight

• Regular reviews of billing and usage
• Monitor costs and optimize subscription usage
• Track ROI on platform investment
• Plan budgets based on team size and usage patterns

Working with Other Roles

As an Owner, you'll work closely with other team roles:

• Admins: Delegate daily management tasks while retaining strategic oversight
• Managers: Provide direction for project management and team coordination
• Members: Support their work while maintaining appropriate access controls
• Customers: Manage what information is shared and how they access your services

Getting the Most from Owner Access

To maximize the value of your Owner role:

1. Set up your team structure with appropriate roles for each member
2. Configure billing and subscriptions to match your business needs
3. Establish workflows that leverage the platform's capabilities
4. Monitor usage and performance to optimize your operations
5. Stay informed about new features and platform updates

Remember, the Owner role gives you complete control, but it's most effective when you use it to empower your team with the right level of access for their roles and responsibilities.