Role Definitions

This guide provides detailed descriptions of each role in Taskr, including their capabilities, restrictions, and intended use cases.

Role Hierarchy

Roles are hierarchical - higher roles include all permissions of lower roles, plus additional capabilities:

Owner (highest)
  ↓ includes all Admin permissions, plus billing & org control
Admin
  ↓ includes all Manager permissions, plus org settings & role management
Manager
  ↓ includes all Member permissions, plus member invites & full CRUD
Member (lowest)
  → Basic operational access

Owner

The Owner role has complete, unrestricted access to the entire organization.

Description

Owners are the ultimate authority within an organization. This role should be reserved for business owners, principals, or directors who need full control over all aspects of the platform, including billing and the ability to delete the organization.

Intended Users

Business owners
Company principals/directors
Founding partners
Anyone with fiduciary responsibility

What Owners Can Do

Organization Control

✅ Update organization name, logo, and settings
✅ Delete the entire organization
✅ Transfer ownership to another user
✅ Manage billing and subscription
✅ Access and modify all organization settings

Team Management

✅ Create, update, and delete teams
✅ View all teams and their members

Member Management

✅ Invite new members to the organization
✅ Remove members from the organization
✅ Change any member’s role (including to Owner)
✅ View all member information

Business Operations

✅ Full create, read, update, delete on all resources
✅ Export data from any resource
✅ Assign work to any team member
✅ Complete jobs and mark milestones
✅ Send invoices and quotes
✅ Void invoices
✅ Reconcile transactions
✅ Share documents
✅ Schedule reports

Restrictions

Owners have no restrictions within their organization.

Best Practices

Do	Don’t
✅ Limit to 1-2 trusted individuals	❌ Give to all managers
✅ Ensure at least 2 Owners for continuity	❌ Use as a workaround for access issues
✅ Review Owner list annually	❌ Keep departed employees as Owners
✅ Use strong passwords and 2FA	❌ Share Owner credentials

Admin

The Admin role provides full operational control without the ability to delete the organization or manage billing.

Description

Admins can do almost everything an Owner can, except for the most critical organization-level actions. This is the ideal role for trusted staff who manage day-to-day operations but shouldn’t have access to billing or the ability to accidentally delete the organization.

Intended Users

Office managers
Operations directors
Senior administrators
IT administrators
Trusted senior staff

What Admins Can Do

Organization Control

✅ Update organization settings (name, logo, preferences)
❌ Cannot delete the organization
❌ Cannot transfer ownership
✅ Manage billing (view and update payment methods)

Team Management

✅ Create, update, and delete teams
✅ View all teams and their members

Member Management

✅ Invite new members to the organization
✅ Remove members from the organization
✅ Change member roles (except to Owner without being Owner)
✅ View all member information

Business Operations

✅ Full create, read, update, delete on all resources
✅ Export data from any resource
✅ Assign work to any team member
✅ Complete jobs and mark milestones
✅ Send invoices and quotes
✅ Void invoices
✅ Reconcile transactions
✅ Share documents
✅ Schedule reports

Key Differences from Owner

Capability	Owner	Admin
Delete organization	✅	❌
Transfer ownership	✅	❌
Promote to Owner	✅	❌

Best Practices

Do	Don’t
✅ Use for office/operations managers	❌ Give to field staff
✅ Limit to essential personnel	❌ Use as default for “important” people
✅ Review Admin list quarterly	❌ Keep more than 5-6 Admins

Manager

The Manager role provides team-level control with full access to business operations but no organization-level settings.

Description

Managers can handle most day-to-day operations including inviting team members and performing all business functions. They cannot modify organization settings, create/delete teams, or change member roles. This is ideal for team leads and supervisors.

Intended Users

Team leads
Supervisors
Project managers
Senior technicians
Department heads

What Managers Can Do

Organization Control

❌ Cannot update organization settings
❌ Cannot delete the organization
❌ Cannot transfer ownership
❌ Cannot manage billing

Team Management

❌ Cannot create or delete teams
✅ Update team information (name, description)
✅ View all teams

Member Management

✅ Invite new members to the organization
✅ Remove members from the organization
❌ Cannot change member roles
✅ View all member information

Business Operations

✅ Full create, read, update, delete on customers
✅ Full create, read, update, delete on jobs
✅ Full create, read, update, delete on invoices, quotes
✅ Full create, read, update, delete on assets
✅ Full create, read, update, delete on transactions
✅ Export data from resources
✅ Assign work to team members
✅ Complete jobs and mark milestones
✅ Send invoices and quotes
✅ Void invoices
✅ Reconcile transactions
✅ Share documents
✅ View and export reports

Settings

✅ View settings
❌ Cannot update settings

Key Differences from Admin

Capability	Admin	Manager
Update organization settings	✅	❌
Create/delete teams	✅	❌
Change member roles	✅	❌
Schedule reports	✅	❌
Update settings	✅	❌

Best Practices

Do	Don’t
✅ Use for team leads and supervisors	❌ Give to all senior staff
✅ Perfect for those overseeing work	❌ Expect them to change settings
✅ Good balance of access and restriction	❌ Use when Member would suffice

Member

The Member role provides basic access for daily work without administrative capabilities.

Description

Members can perform essential day-to-day tasks like viewing data, creating records, and updating their own work. They cannot delete most records, export data, or perform administrative functions. This is the default role for most employees.

Intended Users

Field technicians
General employees
Contractors
New hires
Part-time staff

What Members Can Do

Organization Control

❌ Cannot update organization settings
❌ Cannot delete the organization
❌ Cannot transfer ownership
❌ Cannot manage billing

Team Management

❌ Cannot create, update, or delete teams
✅ View teams they belong to

Member Management

❌ Cannot invite members
❌ Cannot remove members
❌ Cannot change roles
✅ View other members

Business Operations

Resource	Create	View	Update	Delete	Other
Customers	✅	✅	✅	❌	❌ export
Jobs	✅	✅	✅	❌	✅ complete, ❌ assign
Invoices	❌	✅	❌	❌	❌ send, void
Quotes	✅	✅	✅	❌	❌ send, convert
Assets	❌	✅	❌	❌	❌ assign
Transactions	❌	✅	❌	❌	❌ reconcile
Documents	✅	✅	✅	❌	❌ share
Reports	❌	✅	—	—	❌ export, schedule

Settings

✅ View settings (their own preferences)
❌ Cannot update organization settings

Key Differences from Manager

Capability	Manager	Member
Delete records	✅	❌
Export data	✅	❌
Invite/remove members	✅	❌
Void invoices	✅	❌
Send invoices/quotes	✅	❌
Assign work	✅	❌
Reconcile transactions	✅	❌

Best Practices

Do	Don’t
✅ Use as the default for new users	❌ Elevate “just in case”
✅ Perfect for field staff	❌ Use for office administrators
✅ Elevate only when needed	❌ Keep people at Member if they need more

Role Comparison Summary

Organization & Admin Capabilities

Capability	Owner	Admin	Manager	Member
Delete organization	✅	❌	❌	❌
Transfer ownership	✅	❌	❌	❌
Manage billing	✅	✅	❌	❌
Update org settings	✅	✅	❌	❌
Create/delete teams	✅	✅	❌	❌
Update teams	✅	✅	✅	❌
Invite members	✅	✅	✅	❌
Remove members	✅	✅	✅	❌
Change member roles	✅	✅	❌	❌
Update settings	✅	✅	❌	❌

Business Operations Capabilities

Capability	Owner	Admin	Manager	Member
View all data	✅	✅	✅	✅
Create records	✅	✅	✅	Partial
Update records	✅	✅	✅	Partial
Delete records	✅	✅	✅	❌
Export data	✅	✅	✅	❌
Assign work	✅	✅	✅	❌
Complete jobs	✅	✅	✅	✅
Send invoices/quotes	✅	✅	✅	❌
Void invoices	✅	✅	✅	❌
Reconcile transactions	✅	✅	✅	❌
Share documents	✅	✅	✅	❌
Schedule reports	✅	✅	❌	❌

Choosing the Right Role

Decision Tree

Does the user need to manage billing or delete the organization?
  ├── Yes → Owner
  └── No
      Does the user need to change organization settings or member roles?
        ├── Yes → Admin
        └── No
            Does the user need to delete records, export data, or manage team members?
              ├── Yes → Manager
              └── No → Member

Quick Reference

If they need to…	Assign them…
Delete the organization	Owner
Manage billing and subscription	Owner or Admin
Create or delete teams	Admin
Change other users’ roles	Admin
Invite or remove team members	Manager (or higher)
Delete customer/job records	Manager (or higher)
Export data	Manager (or higher)
Complete jobs and log time	Member (or higher)
View data and create records	Member

← Back to Permissions Overview | Permission Matrix →

​Role Definitions

​Role Hierarchy

​Owner

​Description

​Intended Users

​What Owners Can Do

​Restrictions

​Best Practices

​Admin

​Description

​Intended Users

​What Admins Can Do

​Key Differences from Owner

​Best Practices

​Manager

​Description

​Intended Users

​What Managers Can Do

​Key Differences from Admin

​Best Practices

​Member

​Description

​Intended Users

​What Members Can Do

​Key Differences from Manager

​Best Practices

​Role Comparison Summary

​Organization & Admin Capabilities

​Business Operations Capabilities

​Choosing the Right Role

​Decision Tree

​Quick Reference

Role Definitions

Role Hierarchy

Owner

Description

Intended Users

What Owners Can Do

Restrictions

Best Practices

Admin

Description

Intended Users

What Admins Can Do

Key Differences from Owner

Best Practices

Manager

Description

Intended Users

What Managers Can Do

Key Differences from Admin

Best Practices

Member

Description

Intended Users

What Members Can Do

Key Differences from Manager

Best Practices

Role Comparison Summary

Organization & Admin Capabilities

Business Operations Capabilities

Choosing the Right Role

Decision Tree

Quick Reference