Users

The Users tab allows you to invite and manage team members, including freelancers, employees, and contractors. Here's how to invite users, manage their profiles, and customise their settings.

1

Inviting a New User

1. Navigate to Company Settings and select the Users tab.

2. Click the ‘Invite User’ button.

3. Enter the user’s email address and click ‘Send Invite’.

   • The user will receive an email invitation with a link to create or join their Agencydesk account.

   • If the user already has an Agencydesk account, their existing account details will be synced.

2

Managing User Profiles

Once a user has accepted their invitation via email, you can edit their profile to suit your team's needs.

Editable Profile Details:

• Department: Assign the user to the appropriate department.

• Freelancer Status: Indicate whether the user is a freelancer or inhouse employee.

• Rate per Hour: Set their standard hourly rate.

• Overtime Rate per Hour: Define the hourly rate for overtime work.

• Permissions: Adjust their access and permissions to match their role.

• Review Work: Enable or disable the ability to review others' work.

3

Setting Working Hours

In the Working Hours tab within the user’s profile, edit their availability for a regular workweek.

• Define the specific days and hours they are available.

• This information helps streamline scheduling and time tracking.

4

User Profile Details

After accepting their invitation, users can log into their Agencydesk account to update personal details, such as:

• Name

• Surname

• Username

• Contact Number

• Birthdate

Users with existing Agencydesk accounts will retain their synced details across all organisations they are part of!

Managing User Permissions

Fine‑tune what your team members have access to, ensuring everyone has the right level of visibility without overwhelming them with unnecessary options. Here’s a guide to the available permission levels:

User

This is the most basic permission level. Users can access the features they need to complete their assigned Tasks and Jobs. No financial or sensitive account settings are visible to them.

Manager

Managers need visibility into team workflows but may not require access to financial or company‑wide settings. When a user is set as a Manager, the following areas will be hidden from their view:

• Admin tab Finance

• Some general Company Settings: Finance, Accounting, Billing Tiers, Plan and Users.

They’ll still be able to oversee and manage Jobs, Tasks, and Task Schedule, helping them support their team without accessing sensitive data.

Finance

Finance users can access all financial areas needed for billing, reporting, invoicing, and recon. However, they won’t have access to User Settings.

Admin

Admin users have access to nearly everything in Agencydesk and can help configure most of the company’s setup. However, there are still two areas hidden from Admins: User Rates and User Time Recon (Productivity) in Reports.

This keeps individual rate information private while still giving Admins full operational access.

Super Admin

Super Admin users have the same access as the Account Owner, with the only restriction being that they cannot delete or change the Account Owner's Access.

Owner

The Owner has full access to every feature, setting, report, and all financial details on Agencydesk. This permission level is usually reserved for business owners or top‑level directors who oversee the entire system.