01 · Getting started
Accounts + workspaces
A workspace is your firm in Trueleveler, and a project is one job inside it. Both have members and roles: Owner, Admin, Member and Viewer. The Owner manages workspace billing and members, and on each project you can grant or restrict individual permissions, including who sees financials and labor and wage data.
01 · Getting started
What is the difference between a workspace and a project?
A workspace is your firm and a project is one job. Both have members + roles.
02 · Getting started
What roles can members have?
Every member has one of four roles: Owner, Admin, Member or Viewer.
- Owner · workspace billing + members
- Admin · workspace settings, all projects
- Member · default; access to assigned projects only
- Viewer · read-only on assigned projects
03 · Getting started
How do I add members to a project?
Add members to a project via Project Settings → Team. Per-project, you can grant or restrict individual permissions independent of org-wide role — including who can view financials and labor/wage data.
★ · Still stuck?
Email support.
Priority support on Business and Enterprise plans. support@trueleveler.com