User roles and permissions

Scopra uses access roles to control which parts of the workspace each person can see and update.

Admin

Admin has full workspace access.

Admins can:

Open and manage all core areas, including Clients, Projects, SOWs, Resourcing, Timesheets, Invoices, Reports, and Settings
Invite team members and change access roles
Create and manage project roles
Create and manage rate cards
Create and update clients
Create and update projects
Review financial data, billing workflows, and reports

Admin is best for workspace owners and senior operators responsible for setup, governance, and financial oversight.

Finance

Finance focuses on commercial and billing workflows.

Finance users can:

Access financial workflows such as billing, invoices, and reports
Review rate-based pricing and billing data
Work with revenue and invoice tracking
Open client and project records when they need financial context

Finance users typically do not own workspace administration tasks such as team invitations or settings setup unless they also have Admin access.

Project Manager

Project Manager focuses on day-to-day delivery.

Project Managers can:

Create and manage projects
Work with SOWs and Variations
Manage allocations and delivery planning
Review project budgets, dates, and status
Track progress against scope and project budgets

Project Managers typically do not manage workspace-wide settings such as team access, rate cards, or project role setup unless they also have Admin access.

Sales

Sales focuses on pipeline handoff and account setup.

Sales users can:

Create clients
Create projects
Maintain client and project records during setup
Support early commercial setup before delivery begins

Sales users typically do not manage workspace settings, team permissions, or finance configuration.

Operations

Operations focuses on account setup and record maintenance.

Operations users can:

Create clients
Update clients, including addresses and contacts
Support workspace data quality and setup workflows
Maintain records needed by delivery and finance teams

Operations users typically do not manage rate cards, team permissions, or other admin-only settings unless they also have Admin access.

Contributor

Contributor has limited access.

Contributors can usually:

Access work relevant to their assignments
Enter time and complete day-to-day delivery tasks
View project context they need to do their work

Contributors cannot manage workspace settings or high-impact commercial configuration such as team permissions or rate cards.

How to choose the right role

Use Admin for workspace setup and governance.

Use Finance for billing, invoicing, and reporting.

Use Project Manager for project delivery, SOW management, and resourcing.

Use Sales for client and project creation during commercial setup.

Use Operations for maintaining client records and operational data.

Use Contributor for team members who need limited access to assigned work.

Some actions also depend on the part of Scopra you are using:

Settings actions such as team invitations, project role setup, and rate card management are typically restricted to Admin
Billing and Invoices are primarily used by Finance and Admin
Projects, SOWs, and Resourcing are primarily used by Project Manager and Admin
Clients can be maintained by Admin, Sales, and Operations

If someone needs access across multiple areas, assign the role that matches the broadest part of their job.