Roles on a project

Adding somebody to a project says they work on it. A role says in what capacity — Account Manager, Project Manager, Designer, and so on.

Creating the roles themselves

Roles come from your workspace's work-role list, under Team → Assignments. If you have never touched it, choose Add the standard set and you will get Principal, Account Manager, Project Manager, Engineer, Designer and the rest. You can rename or remove any of them, and add your own.

This is the same list used elsewhere in Time Trakkr, so a role you add here is available everywhere roles are.

Setting somebody's role on one project

Open the project, choose Edit project, and pick a role beside each person in the Team panel. The project's own Team tab then shows the role next to each person, including people who hold a role but have not logged any hours.

Setting a role across a whole client

Doing this project by project is not realistic for an agency with hundreds of projects, and an account manager is usually a fact about the client rather than about each project. So you can apply a role to every active project of a client in one action, from any of three places:

• Clients → a client → Team roles
• Settings → Bulk actions → Assign a role across a client
• A project's Team panel, for the client that project belongs to

All three do exactly the same thing, and all three are recorded in Settings → Bulk actions → history, so you can see afterwards what changed.

Anybody who was not already on one of those projects is added to it. Existing per-person rates and budgets are left exactly as they were — only the role changes.

A role is not a permission

This is the part worth being clear about. Naming somebody the account manager does not give them access to the project's rates, costs or margin. That is the separate “manages this project” tick beside each person.

They are two decisions on purpose, so that changing who runs an account never quietly widens who can see money. If your account manager should see the financials, tick both.

Somebody can hold a role on many projects, and a project can have two

There is no limit either way. One account manager covers as many projects as you like, and a project can legitimately have two project managers during a handover.