Project Lead Role

FAQs and How-Tos Team management
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Access rights and privileges associated with the Project Lead Role.

Project leaders can edit and manage all Projects and Clients in the workspace as well as access reports only for those projects they are members of, giving this role more access compared to the Project Manager role. You can think of Project Leads as admins with limited access.
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A Project Lead can:

  • Create public Projects

  • View Insights

  • View, edit, and delete all Tags

  • View, edit, and delete all Clients

  • View, edit, and delete all Projects, Project Users, and Project User Groups

  • View, edit, and delete all Tasks and Task Assignees

  • View, edit, and delete Billable Rates

  • View, edit, and delete Labor Cost

  • Access Reports for Projects they are part of

A Project Lead cannot:

  • View reports on non-public projects by others

  • View or edit workspace settings

  • Export data

  • Set up and manage integrations

  • Import data

Assigning the Project Lead role:

  1. Click on the “Team” button in the navigation-bar on the left side

  2. Click on the three-dotted control button to the right of a team member’s name

  3. Click on “Edit”

  4. Make sure that “Member” is selected for the Organization Access. The Project Lead role is disabled for Organization admins as they have full access to all workspaces.

  5. Click on the current selection under “workspaces/access” to open the drop-down

  6. Select “Limited access: project lead”

The Project Lead role can be selected the same way also when inviting users to an Organization.