Understanding Roles and Permissions

Voltasis uses role-based permissions to control what each team member can see and do. Roles are assigned when you invite a team member, and can be changed at any time by an Admin.

The four roles

Employee

• Track their own time and expenses
• View projects they're assigned to
• Submit time entries for approval
• View their own reports and dashboard

Contractor

• Same permissions as Employee
• Tracked separately in reports for billing and compliance purposes

Manager

• Everything an Employee can do
• Approve or reject time entries and expenses for their team
• View reports for team members they manage
• Create and edit projects

Admin

• Full access to all features
• Manage organization settings, billing, and subscription
• Invite and remove team members
• View all reports across the organization
• Transfer account ownership

Tip: The account owner is automatically an Admin. There must always be at least one Admin in the organization.

Data visibility

Each role has a different scope of data visibility:

• Employee/Contractor — Can only see their own time entries, expenses, and assigned projects.
• Manager — Can see data for team members they manage, plus their own.
• Admin — Can see all data across the organization.

Changing a team member's role

1. Go to Settings > Team Members.
2. Click on the team member's name.
3. Select a new role from the Role dropdown.
4. Click Save.

Admins: Only Admins can change roles. Managers cannot promote or demote team members.