User roles
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In short: User roles in Timebook determine permissions and responsibilities at both the Workplace and Team levels. Workplace roles include Owner, Admin, and Member, each with specific access rights. Team roles mirror this structure but focus on team-specific permissions. Users can hold different roles at each level, providing flexibility for collaboration and management.
User roles define the permissions and responsibilities of each user within the platform, ensuring that tasks, settings, and access levels are properly managed. Timebook organizes these roles at two levels: and .
Workplace-level roles:
Owner: The primary administrator of the Workplace; there can only be one.
Admin: Manages Workplace settings and user permissions.
Billing Admin: Manages billing-related tasks but otherwise has standard member access.
Member: The most common role; participates in all Workplace activities but has no administrative privileges.
Team-level roles:
Owner: The leader of the Team, with full control over Team settings.
Admin: Assists the Team Owner by managing Team settings and members.
Member: The most common role; participates in Team activities without additional privileges.
This structure allows flexibility, enabling users to have different roles across levels. For instance, you can be a Billing Admin for the Workplace but a Member in a Team. Or you can be a regular Workplace member and a Team Owner at the same time.
As an Owner, you can:
Have all the privileges of the Member and Admin roles (see below).
Transfer the ownership of your Workplace or Team to someone else and assume the Admin role instead. For more information, see Workplace profile and Team profile
The Admin role is granted to regular users by other Admins or Owners. Admins can use most of the features within their respective domains.
As an Admin, you can:
Have all the privileges of the Member role (see below).
Grant the Admin role to Members.
The Billing Admin role is also granted to regular users by other Admins or Owners.
As a Billing Admin, you can:
Have all the privileges of the Member role (see below).
Access the Billing module in the Workplace settings. It allows you to manage invoices, pricing plans, and other subscription-related details.
All users who join a Workplace or a Team automatically receive the Member role. Members have a standard set of user privileges but also certain limitations.
As a Member, you can:
Join all open Teams and be invited to private ones.
Invite people from the same Workplace to the Teams you joined or created.
Access the [Workplace settings] module and see selected tabs that contain general information about the Workplace.
To change Workplace-level roles, the Workplace Owner or Admins can use the [Manage members] module found in the [Workplace settings]. This module allows administrators to update a member’s role, such as assigning them as an Admin or Billing Admin, ensuring they have the necessary permissions for their responsibilities.
Only Owners and Admins can change user roles, as they are the only ones with access to the relevant modules in the Workplace and Team settings.
To change Workplace-level roles:
Click the dropdown next to your Workplace’s name in the top-left corner. From the menu, select [Workplace settings].
Go to the [Members] tab.
Use the dropdown next to the selected person’s current role and change it to one of the available options: [Admin], [Billing Admin], or [Member].
At the Team-level, the Team Owner or Admins can manage roles through the [People] module located in [Team settings]. Here, you can either promote a Member to Admin or change an Admin back to a Member, depending on the needs of the team.
To change Team-level roles:
In the Navigator, click the [Team settings] icon next to a Team’s name.
Open the [People] tab and select a Team member from the list.
Use the dropdown next to the selected person’s current role and change it to one of the available options: [Admin] or [Member].
The Owner role is given automatically to the person who created a or a . Owners enjoy full access to all features within their respective domains.
Access and modify the (available to Workplace Admins only).
Access and modify the .
Use all the features of the module including the calendar functionality.
Create and work-related in the Teams you joined.
Share resources and reassign across the Workplace.