Permissions Explained

Understand what each team role can access in Daybook.

Permission Matrix

Feature	Admin	Member	Viewer
Clients
View clients	✅	✅	✅
Create clients	✅	✅	❌
Edit clients	✅	✅	❌
Archive clients	✅	✅	❌
Invoices
View invoices	✅	✅	✅
Create invoices	✅	✅	❌
Send invoices	✅	✅	❌
Record payments	✅	✅	❌
Void invoices	✅	✅	❌
Projects
View projects	✅	✅	✅
Create projects	✅	✅	❌
Edit projects	✅	✅	❌
Time Tracking
View time entries	✅	✅	✅
Log time	✅	✅	❌
Edit time entries	✅	Own only	❌
Reports
View reports	✅	✅	✅
Export reports	✅	✅	✅
Settings
View settings	✅	Limited	❌
Change settings	✅	❌	❌
Team
View team	✅	❌	❌
Invite members	✅	❌	❌
Remove members	✅	❌	❌
Change roles	✅	❌	❌
Billing
View billing	Owner only	❌	❌
Change plan	Owner only	❌	❌

Role Guidelines

When to Use Admin

• Team leads who need full operational control
• Office managers handling day-to-day operations
• Business partners who need access to everything

When to Use Member

• Employees who create invoices and manage clients
• Field staff who need to log time and access client info
• Sales people who handle client communications

When to Use Viewer

• Accountants reviewing financial data
• Business partners who need visibility without editing
• External consultants reviewing progress

Owner vs Admin

The account owner has two additional capabilities:

1. Billing access: Change subscription, update payment method
2. Cannot be removed: Admins cannot remove the owner

Changing Permissions

Only Admins (and the Owner) can change roles:

1. Go to Settings → Team
2. Find the team member
3. Click the role dropdown
4. Select new role
5. Changes take effect immediately

Activity Logging

All team actions are logged:

• Who created/edited invoices
• Who sent communications
• Who changed settings

View activity logs in Reports → Activity Log.

Next Steps

• Adding team members
• Training your team