You’re a hands-on person who likes to have control over every aspect of your work. From the people you choose to work with, down to the design of the business cards.
But you’re just one person. And at a certain point, it becomes hard to take on administrative tasks like creating and managing estimates, monitoring project progress and billing, and entering expenses.
That’s where FreshBooks’ new Manager role comes in. It allows you to equip your right-hand person with the tools to help you manage those day-to-day tasks that get in the way of growing your business.
The Manager role is a designated Team Member role that gives your employee access to all the tools and non-financial reports they need to help you manage and run your business.
Employees invited to the Manager role in FreshBooks can manage things like projects, billing, and other Team Members. Here’s a detailed list of what they can see, and what they can and can’t do:
The Manager Role can’t view any financial reports, Accounting tools, or your Dashboard. If you invite a Team Member as a Manager, you’ll maintain exclusive access to your most important financial information.
To make sure you’re giving the right access to the right people, check out this FAQ that summarizes the permissions given to different Team Members like Admin, Employee, Contractor, and Accountant.
Beyond giving you more time to grow and run your business, the benefits of the Manager role include:
If you have any questions about how the Manager role works, a team of Support Rockstars is ready to help you out. Contact them here.
This post was updated in May 2021.