Admin
Configures access, master records and review ownership across the app.
Can
- Manage Users, Organizations, team members, Clients, Engagements, record attachments
- View operation receipts, review decisions
Reviews and approves
- Approve Milestones
- Engineering Services PSA
- Roles and permissions
Who can do what in Engineering Services PSA
Assign account, delivery, approval and collection decisions to named owners.
Who can do what
| Role | Clients and organizations | Engagements and margin | Service delivery | Time and expenses | Milestones and billing | Team capacity and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | — | Approve | Edit |
| Client Manager | Edit | View | — | — | — | View |
| Engagement Manager | View | Edit | Edit | View | Approve | View |
| Engineer | — | Edit | Edit | Edit | View | Edit |
| Delivery Director | — | View | View | View | Approve | View |
| Finance Manager | View | Edit | View | Edit | Edit | View |
Each role in detail
Client Manager
Maintains client identity, account ownership and billing terms before an engagement is opened.
Can
- Manage Clients
- View Engagements, Organizations, team members
Starts on: Active Clients
Engagement Manager
Owns engagement scope, delivery review and the handoff to milestone billing.
Can
- Manage Engagements, service entries, Milestones
- View Clients, time entries, Expenses, review decisions, operation receipts
Reviews and approves
- Approve Milestones
Starts on: Expenses Awaiting Approval
Engineer
Records work and supporting evidence for assigned engagements.
Can
- Manage service entries, time entries, Expenses, record attachments
- View Engagements, Milestones, team members
Starts on: Service Review Board
Delivery Director
Reviews milestone readiness and the commercial position of engagements.
Can
- Manage Milestones
- View Engagements, service entries, time entries, Expenses, team members, review decisions, operation receipts
Reviews and approves
- Approve Milestones
Starts on: Timesheets Awaiting Approval
Finance Manager
Maintains milestone payment records and follows invoiced and outstanding amounts.
Can
- Manage milestone payments, Expenses
- View Milestones, Engagements, Clients, service entries, operation receipts, review decisions
Starts on: Expenses Awaiting Approval
Set up Engineering Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.