Admin
Maintains users, organizations and the operating setup.
Can
- Manage Users, Organizations, team members
- View Projects, operation receipts
Reviews and approves
- Approve review decisions
- Agencies PM
- Roles and access
Who can do what in Agencies PM
Give each agency role the project records and decisions it needs.
How permissions work
Start with the engagement
Give project owners access to their client projects and linked delivery work.
Keep time decisions distinct
Contributors submit hours; the workflow approves valid entries and a time approver reviews the outcome and project context.
Review client evidence deliberately
A client reviewer needs only the project material and decisions intended for that review.
Who can do what
| Role | Client Projects | Work Planning | Creative Milestones | Revision Requests | Team and Time | Delivery Evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | — | — | View | Approve | Approve |
| Delivery Lead | Edit | Edit | View | — | Approve | Approve |
| Project Manager | Edit | Edit | Edit | Edit | Approve | Approve |
| Studio Contributor | View | Edit | View | Edit | Edit | — |
| Time Approver | View | View | — | Edit | Edit | Edit |
| Client Reviewer | View | — | View | — | Edit | Edit |
Each role in detail
Delivery Lead
Owns engagement health and decisions across assigned client projects.
Can
- Manage Projects, work packages, Risks
- View Tasks, creative milestones, time entries
Reviews and approves
- Approve review decisions
Starts on: Projects Needing Attention
Project Manager
Plans packages, assignments and milestone follow-up for client work.
Can
- Manage Projects, work packages, Tasks, creative milestones, revision requests
- View Risks, time entries, operation receipts
Reviews and approves
- Approve review decisions
Starts on: Timesheets Awaiting Approval
Studio Contributor
Carries out assigned tasks and records work and feedback.
Can
- Manage Tasks, time entries, revision requests
- View Projects, work packages, creative milestones
Starts on: Tasks In Flight
Time Approver
Reviews automatically approved hours and their project context.
Can
- Manage review decisions, operation receipts
- View time entries, Projects, Tasks
Starts on: Timesheets Awaiting Approval
Client Reviewer
Reviews delivery evidence and records decisions on relevant subjects.
Can
- Manage review decisions
- View Projects, creative milestones, record attachments
Starts on: Revision Verification
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.