Admin
Maintains access, practice records and operating configuration.
Can
- Manage Users, Organizations, Consultants
- View Clients, implementation engagements, operation receipts
Reference
Who can do what in PSA for Software Implementation Partners
Give each person the records needed for their part of delivery.
How permissions work
Scope by responsibility
Practice Lead owns client oversight, Engagement Manager owns engagement delivery, Delivery Consultant records work, Service Reviewer follows delivery exceptions, and Billing Manager handles milestone billing.
Keep source and decision separate
A consultant submits work; the relevant reviewer or billing owner examines the record and its operation result.
Check direct access
Test record links and exports as each role, including access to rates, costs and client records.
Who can do what
| Role | Client accounts | Implementation engagements | Consultant work | Configuration delivery | Milestone billing | Review and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | View | View |
| Practice Lead | Edit | Edit | View | View | View | — |
| Engagement Manager | View | Edit | View | View | Edit | View |
| Delivery Consultant | — | View | Edit | Edit | View | Edit |
| Service Reviewer | — | View | View | Edit | View | Edit |
| Billing Manager | — | View | — | View | Edit | View |
Each role in detail
Practice Lead
Owns client and practice oversight across implementation engagements.
Can
- Manage Clients, implementation engagements
- View Consultants, consultant hours, configuration deliverables, go live milestones, milestone billings
Starts on: Implementation Schedule
Engagement Manager
Owns engagement scope, delivery schedule and milestone readiness.
Can
- Manage implementation engagements, go live milestones
- View Clients, consultant hours, project expenses, configuration deliverables, review decisions
Starts on: Consultant Hours Awaiting Approval
Delivery Consultant
Records their own implementation work and evidence.
Can
- Manage consultant hours, project expenses, configuration deliverables, record attachments
- View implementation engagements, go live milestones
Service Reviewer
Resolves submitted service exceptions and records review decisions.
Can
- Manage review decisions, configuration deliverables
- View consultant hours, project expenses, operation receipts, implementation engagements
Starts on: Consultant Hours Awaiting Approval
Billing Manager
Decides milestone billing readiness and follows invoices and receipts.
Can
- Manage go live milestones, milestone billings
- View configuration deliverables, implementation engagements, operation receipts, review decisions
Starts on: Go-Live Milestone Billing Exceptions
Set up PSA for Software Implementation Partners your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.