Organizations

User roles

Keeping has four different user roles.

Team Member

A team member can log hours and view reports of their own hours.

Coordinator

A coordinator has all the functions of a team member and can view reports with information from all team members, create or delete projects, clients, and tasks. A coordinator can also export hours.

Manager

A manager has all the functions of a coordinator but can also edit or delete other team members' logs.

A manager can also (if you have a Plus, Pro, or Enterprise subscription) view and manage the organisation's integrations (both billing and project management links). They also have access to a large part of the organisation settings.

Organisation Owner

The organisation owner (the person who originally registered the organisation) has all the functions of team members and managers and can also manage the organisation’s subscription, change the organisation name, and delete the organisation.

Setting Access Levels

The access level of a team member can be set under the General Information section when editing and adding a team member. You can assign your own access level and the levels below it to a team member. Adding a higher access level than your own is not possible.

Here you can adjust the access level settings for a team member

Overview

An overview of the different permissions per user type is shown in the table below by functionality and topic.

Functionality Topic Team Member Coordinator Manager Organisation Owner
My Account
My Hours
Manage own hours
Manage team members' hours *** ***
Audit Trail * *
Reports
User Report **
All Reports
Billing
Team
Manage Team
Payroll

*Both a team member and a coordinator can only view their own audit trail.

**The user report only shows the projects for which the team member is specifically granted access to view reports.

***If Teams is used, a team member or coordinator may have the ability to edit the hours of other team members within that team.

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