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Manage Your Business With Team Member Roles

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Run Your Business

All the tools you and your team need to grow your business, get work done, and bill clients, all in one place.

Get Visibility and Create Collaboration

Give yourself a direct line of sight into your team’s performance on each project. Manage time, keep your team coordinated, and make sure that you’re always on time and on budget.

See the Bigger Picture

Keep track of all the money coming in and out of your business, so you can always have a snapshot of your financial health.

Add Team Members to Keep Your Productivity Going

Any Team Member Profile can be assigned to one of several Roles with unique Permissions. Assign a Team Member as an Admin, Employee, Contractor, Manager, or Accountant and let them handle the rest. No micromanagement needed.

Keep Your Team Organized With Team Member Profiles

You shouldn’t pay extra for an accurate look at your business. You can add basic employee data to FreshBooks for free via Team Member Profiles. No more juggling spreadsheets or physical paperwork. Your team info will be right where you want it, exactly when you need it.

Seamlessly Add Team Members to Payroll

Team Member Profiles automatically integrate with FreshBooks Payroll, ensuring your Team Members are paid accurately and efficiently. Within the Team Members section of your Dashboard, you can manage your employee information to ensure you are up to date for upcoming payroll runs — all without leaving FreshBooks.

Learn more about Payroll here.

The Right Role for Every Team Member

Team management is the opposite of micromanagement. With Team Member Roles, you can give your team the tools to do their best work so you can focus on doing yours.

Admin

Bring your partners or top-level administrators into FreshBooks and share the load of keeping the business running. From invoicing and reporting to time tracking and bank connections, the Admin Role is a perfect mix of visibility and autonomy. Learn more here.

Manager

It’s never been easier to give your Managers the tools and context they need to help their teams grow and succeed. The Manager Role is a perfect way to empower a team member in their day-to-day leadership tasks, allowing you to keep an eye on the financial side of things. Learn more here.

Employee

Keep things clear and simple so your staff can focus on what they do best and minimize time spent wrestling with paperwork and documents. The Employee Role allows your Team Members to collaborate on projects while tracking their time and expenses on the same platform, so you can maintain visibility and support them when needed. Learn more here.

Contractor

To ensure everyone’s in the loop, invite your contractors to FreshBooks as a Team Member. With the tools to collaborate, track time, and monitor their dashboard for expenses, invoices, and estimates, the Contractor Role is another way for your team to stay on the same page. Learn more here.

Accountant

Nothing should be a surprise at tax time, and inviting your accountant to FreshBooks ensures that you have another set of eyes on the financial health of your business. The Accountant Role can access exclusive tools, like the Chart of Accounts and bank reconciliation, and can create Journal Entries. With everyone on the same platform, there’s no room for crossed wires or lost reports. Learn more here.

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Manage Your Team and Your Tools in One Place

FreshBooks makes it easy to integrate with your existing tools for payroll, time tracking, team management, and more. Just sync with your platform of choice, balance your books, and get back to helping your business grow.

Is Your Team Growing Faster Than You Expected?

The FreshBooks Select Plan is built to be flexible, saving you money as you add Team Member Roles.

The Select Plan includes:

  • 2 Team Member Roles
  • A dedicated Account Manager
  • Additional Tier 1 customer support onboarding experience with free team-wide training
  • Lower online payments transaction rates and more

More Team Management Tools and Strategies

Tips for First-Time Managers to Hit the Ground Running

Productivity Tips for Work

3 Common Collaboration Problems & How to Solve Them


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Frequently Asked Questions

How do I add or delete a Team Member?

As explained here, start by going to your FreshBooks account’s Dashboard or Team Members section and selecting the Add Team Member button. Once you have entered all the required information, hit the Add button. Now select Save and Close to finish. The Team Member will now appear in your FreshBooks account with a role of Unassigned.

When viewing the list of Team Members, hover over any individual name and select the trash icon to delete a Team Member. You can view all deleted Team Members by selecting the View Deleted Team Members button at the bottom of the list.

PLEASE NOTE that deleting a Team Member with any Role other than Unassigned will not stop you from getting billed for that Role. To avoid this, change their Role to Unassigned before deleting.

What do Team Members see, and what access to my account do they have?

Each Role has its own set of Permissions, which can be seen here. The only Roles with full access to your FreshBooks account are the Business Owner and Accountant – Full Access Roles.

In addition to this, the Role and Permissions for each Role can be adjusted in the Team Member Profile, as explained here.

Can I edit my Team Member’s time?

Yes. The only exception is the Contractor Role. Any time entries assigned to this Role can only be edited by the Team Member.

WHY BUSINESS OWNERS LOVE FRESHBOOKS

553 HRS

Each Year Can Be Saved By Using Freshbooks

$ 7000

Freshbooks Can Save You Over $7000 a Year In Billable Hours

160 +

Countries Have Used Freshbooks

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