Roles, sharing, and outside collaborators — decide who sees and does what
New Roles & permissions controls, share a single client or project with outside collaborators (your money stays private), hand a project to a manager without full admin, and set goals for a team, a project, or the whole workspace.
Decide what each role can see and do — which tabs they open, whether they see billing or costs, and whose time they can view or edit — from Settings → Roles & permissions. Each role starts from a sensible default you can fine-tune, and you can override any one person on the People screen. Every capability now spells out exactly what it does. The free Viewer role is read-only by design — ideal for a stakeholder or internal analyst who should see the work, and can even export it, but never change it.
Bring in a contractor, agency, or client-side teammate from their own workspace and share just the client or project they're working on. They can log time and follow progress on that work — and never see your rates, costs, or revenue. Manage their access, per-project bill rates, and timesheet approver right from People. Collaborators are free on up to three of your active projects.
Hand someone full control of a single client or project — edit it, set up its engagements, manage its people, set its bill rates, even archive or delete it — without making them a workspace admin. They see only the work they run, and a crown marks the projects you manage.
A goal can now count — and be shared with — just you, your team, a project's team, specific people, or the whole workspace. Project-team goals can even include the outside collaborators on that work, so you can share a target instead of the whole engagement.
Engagements open in the detailed view by default (and remember your choice), you can archive one to hide it from the active list while keeping its history, and the per-person breakdown now respects who's allowed to see others' time.