Admin
Admin manages operating setup, user access and record corrections.
Can
- Manage Users, Organizations, team members, Clients, Engagements
- View operation receipts, review decisions
- Freelancer Project Tracker
- Roles and access
Who can do what in Freelancer Project Tracker
Put client scope, delivery review and billing decisions with named owners.
How permissions work
Scope the work
Give consultants access to the engagements they serve and managers access to the records they own.
Separate decisions
The service reviewer checks failed service submissions; the engagement manager decides milestone readiness; billing records collections.
Keep evidence visible
Operation receipts and review decisions let an authorized owner trace a completed or failed step.
Who can do what
| Role | Clients and engagements | Service delivery | Time and expenses | Milestones and billing | Team and capacity | Review and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | View |
| Engagement Manager | Edit | Edit | Edit | Approve | Edit | View |
| Service Reviewer | View | View | View | View | View | View |
| Consultant | View | Edit | Edit | View | View | — |
| Billing Coordinator | View | View | View | Edit | View | Edit |
| Practice Lead | View | View | View | View | View | View |
Each role in detail
Engagement Manager
Engagement Manager owns scope, delivery dates and milestone review for assigned work.
Can
- Manage Engagements, Milestones, Clients
- View service entries, time entries, Expenses, milestone payments
Reviews and approves
- Approve Milestones
Starts on: Expenses Awaiting Approval
Service Reviewer
Service Reviewer investigates submitted lines that fail the service approval check.
Can
- View review decisions, service entries, Engagements, operation receipts
Starts on: Service Approval Board
Consultant
Consultant records delivered services, hours and expenses for assigned work.
Can
- Manage service entries, time entries, Expenses
- View Engagements, Milestones, team members
Starts on: Active Engagements
Billing Coordinator
Billing Coordinator checks approved milestones, payment status and billing exceptions.
Can
- Manage milestone payments
- View Milestones, Engagements, Clients, operation receipts
Starts on: Milestone Billing Exceptions
Practice Lead
Practice Lead reviews capacity, client delivery and engagement margins.
Can
- View Organizations, team members, Clients, Engagements, service entries, time entries, Expenses, Milestones, milestone payments
Starts on: Expenses Awaiting Approval
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.