Staff

• Contractors

  Within a project you can invite contractors to contribute hours. Contractors are not like staff members in that they only have access to a particular project and all of their financial information is segregated from your Account. When you invite a contractor, they're asked to create their own Cl...

• Staff Client Access

  In Clientary you can limit which Staff users can view which Clients. This is applicable to all Roles except Admins and Accountants, which by default have access to all Clients. You'll find the controls for Staff Client Access under the Client Edit section.

• Staff Roles

  Clientary offers multiple staff roles. These roles allow you control who can access what kind of information within your Account. They are as follows: Administrator: Administrators are account owners and can control everything within the account. There must be at least one Administrator user wi...