Settings & admin

Roles, teams, visibility, and workspace configuration.

• Set billable and cost rates

  Add dated billable and internal cost rates to a workspace member.

• Enable clients

  Add client grouping to projects, reports, rates, and exports.

• Configure timesheet publishing

  Choose when submitted timesheets become visible.

• Configure manager review

  Require manager review for every submitted timesheet.

• Configure timesheet flags

  Set adjustment and daily-total thresholds for review.

• Set app recording filters

  Create a workspace allowlist or blocklist for recorded apps.

• Roles and data access

  Owner, admin, manager, member, and viewer, plus the data-access matrix.

• Team and workspace setup

  Create teams, invite people, and configure timesheet rules.