User Roles in WorkdayTracker

WorkdayTracker uses a role-based access system to ensure that users only have access to the features they need. Below is an overview of the different roles available within WorkdayTracker and their permissions.

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Owner

The Owner role has full access to all features and settings within WorkdayTracker. Owners can manage users, billing, settings, and reports without restrictions.

• Full access to all sections.
• Can create, edit, and remove users (including Admins and Managers).
• Can manage company-wide settings, billing, and integrations.
• Can view and manage contracts.
• Can assign agents to contracts.

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Admin

The Admin role has almost the same permissions as the Owner, with one key limitation:

• Admins cannot create or edit Owners.
• Otherwise, they have full control over user management, billing, reporting, and company settings.

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Manager

The Manager role is designed for team leaders and supervisors. Managers have access to the Management section, where they can oversee team performance and reports.

• Can access team activity reports.

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Billing

The Billing role is restricted to financial-related access only.

• Can view and manage invoices.
• Can update payment details.
• Cannot access other sections of WorkdayTracker.

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Agent

The Agent role is for employees or freelancers who are assigned to contracts. Agents have limited access to their own recording details.

• Can start and stop recordings.
• Can view their own recorded activity (albeit limited).

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Changing User Roles

Only Owners and Admins can assign or update user roles. To change a user's role:

1. Navigate to the Users section in WorkdayTracker.
2. Select the user you want to edit.
3. Choose the new role from the available options.
4. Save changes.

Note: Role changes take effect immediately. Users may need to log out and back in to see their updated permissions.

Need further assistance? Visit our Knowledge Base or contact support@workdaytracker.com.