Permissions

Permissions control what each team member can see and do — from logging their own time to viewing firm-wide financials. You build permission levels (policies) with specific abilities toggled on, then assign each person to the level that fits their role.

Find them under Settings → Permissions.

Plan availability

Custom permissions aren’t available on the Free plan. The first user on an account is placed in the Admin level, which has full access.

How permission levels work

The Permissions page shows each level and how many people are assigned to it. From here you can:

• Click New Policy to create a level.
• Click Edit Permissions under a level to toggle abilities on or off.
• Select Show current assigned users to see who’s in each level.

You can create as many custom levels as you need — for example Principal, Project Manager, Staff, and Bookkeeper.

What’s on by default

Every team member can, without any permissions enabled:

• View and edit their own profile (personal info, not their permission level).
• View the team directory and colleagues’ profiles.
• Access the Workload (Projects) and Workload (People) pages.

Everything beyond that — invoices, financial reports, managing people — must be turned on explicitly.

Key permissions to know

Ability	What it unlocks
Invite & manage employees	Add, edit, and deactivate team members; assign default roles
Manage compensation	View and edit salaries and cost data
View / Edit / Create invoices	Access, edit, and create invoices and consultant bills
View Financial Reports	Profit, payroll, AR, payments, taxes
View Team Reports	Utilization, realization, team activity

Hiding financials from a team member

Create a level with all toggles off and assign it to that person. They’ll keep the default self-service access but see no firm financials.

Admin-only abilities

A few things are reserved for Admin (all permissions enabled) and can’t be granted individually:

• Create, edit, delete, and assign permission levels.
• Manage the firm’s Monograph billing subscription and payment method.
• Access everything forwarded to the Smart Inbox.
• View the Reports page and the team distribution chart on the dashboard.

Assign or change a person’s level

1. When adding someone in Staff → Directory → Add Member, pick their permission level.

2. To change an existing person, open their profile, click Edit, and select a new level. A person can’t change their own level — only an Admin can.

Deleting a level

You can only delete a permission level once no active or inactive users are assigned to it. Reassign everyone first — check Staff → Directory filtered by that level to confirm it’s empty.

Related

Your team & compensationAssign levels from each person's profile.

NotificationsPermissions also shape which notifications appear.

Reports & analyticsWhich permissions open which reports.