3.1 Application Roles
Roles are assigned explicitly under Settings → Roles & Permissions or derived from org data (manager, team lead). The role permissions matrix controls page and action access.
| Role | Timesheet / expense visibility |
|---|---|
| Member | Own time, expenses, and PTO only |
| Team Lead | Own data plus team members on their team |
| Manager | Own data plus direct reports, department members, and people on assigned client/project work |
| Admin | All users across the organization |
3.2 Who Can Approve?
Approvers are resolved from org structure and project configuration:
- Employee manager (Team Members)
- Team lead (Teams)
- Department manager (Departments)
- Project approver (Projects)
Workflow settings (Settings → Workflows) control whether employee-side approvers, project approvers, or both may act. If approval is disabled, submit auto-approves immediately.