Roles and Permissions

Every user in Trackifi has a role. By default, new users are created with the User role.

The person who creates the environment is the first Admin and can grant admin rights (and other roles) to others.

Roles

Admin
Full access to everything in the environment. Can manage billing, subscriptions, integrations, company settings, roles, and permissions.
Manager
Broad access to company-wide features, similar to Admin but without billing control. Can manage company info, settings, projects, users, and reports.
Project Manager
Focused on project and customer work. Can create and edit projects, manage project users, customers, and customer reports.
Can see Projects and reports for projects where they are set as project manager.
User Manager
Can invite and manage users, edit contracts, schedules, work time, allocations, and approve hours.
Analytics Manager
Access to analytics and reporting features, including charts, tables, dashboards, and sankey diagrams.
Invoice Manager
Handles invoicing and payments. Can manage customer invoices, purchase invoices, and send/refresh Procountor data.
User
Standard role for all users. Can log work hours, view their own statistics, manage their own invoices (freelancer), and update their profile.
This role cannot be removed.

Feature	Admin	Manager	User Manager	Project Manager	Invoice Manager	Analytics Manager	User
Personal Invoices (own)	✔	✔	✔	✔	✔	✔	✔
Personal Statistics	✔	✔	✔	✔	✔	✔	✔
Profile & Settings (own)	✔	✔	✔	✔	✔	✔	✔
Records (time logging)	✔	✔	✔	✔	✔	✔	✔
Projects	✔	✔		✔
Customers	✔	✔		✔	✔	✔
Customer Reports	✔	✔		✔	✔	✔
Users (list, details)	✔	✔	✔
User Contracts & Schedules	✔	✔	✔
Hour Approvals	✔	✔	✔	✔
Analytics	✔	✔				✔
Customer Invoices	✔	✔			✔
Purchase Invoices	✔	✔			✔
Procountor Integration	✔	✔			✔
Company Info & Settings	✔	✔
Company Integrations	✔	✔
Billing & Subscription	✔