Workspace Admin
Settings, people, roles, billing, AI credits, reminders, imports and audit logs for the whole workspace.
Everything under Administration in the sidebar applies to the whole workspace. It is visible to Admins and to custom roles that hold the relevant permission.
Workspace settings
General, Rates, Timesheet, Invoicing, Client Portal, Sign-in and Data tabs.
Inviting users
Invitations, invite links, pending invites and plan limits.
Managing users
Edit a person, roles, capacity, AI allowance, deactivate or delete.
Roles and permissions
The built-in Admin and User roles, and custom roles.
Sign in with Microsoft
Microsoft 365 sign-in for everyone, and requiring it for the whole workspace.
Subscription and billing
Trial, Individual, Team and Business plans, Manage Billing, what happens when it lapses.
AI credits
Balance, purchases, per-user allowances and usage history.
Low-hours reminders
Nudge people who have not logged enough time today or this week.
Importing data
CSV imports of time entries and expenses, undo, export everything, purge.
Audit logs
Who did what, and what changed.
Approving by project
Let each project's managers approve the hours on their project, with the week approved once every project is.
Workspace settings
Administration → Workspace Settings: organization, timezone, currency, features, default rates and rounding, time tracking mode, the first day of the week, required fields, invoicing, Microsoft sign-in, export and closing the account.