Team Roles and Permissions with Lifted Work's Team Management System
Understand how access control and team structure configuration works in Lifted Work.
1 Roles Overview
Lifted Work has four built-in roles, each with different access levels:
- Admin – Full access to everything: all clients, tasks, billing, settings, team management, and the AI sidebar. Can invite and remove team members and manage the agency.
- Manager – Can view and manage tasks, clients, and team members within their scope. Has access to the AI sidebar, reporting, and can invite new team members. Cannot manage billing.
- Employee – Focuses on task execution. Sees assigned tasks and client work. No access to the AI sidebar, billing, or team management.
- Worker – External contractor or fulfillment role. Sees only assigned tasks. No access to client details, billing, or agency settings.
2 Key Permission Differences
| Feature | Admin | Manager | Employee | Worker |
|---|---|---|---|---|
| AI Sidebar (Lifty) | Yes | Yes | No | No |
| Billing & Invoices | Yes | No | No | No |
| Invite Team Members | Yes | Yes | No | No |
| Agency Settings | Yes | Yes | No | No |
| Client Portal Preview | Yes | Yes | Yes | No |
| Task Creation | Yes | Yes | Yes | No |
| Task Assignment | Yes | Yes | Yes | No |
3 Inviting Team Members
- Go to Team from the main navigation
- Click Invite
- Enter their email and select a role
- They’ll receive an onboarding email with login instructions
4 Choosing the Right Role
Use Admin sparingly – typically agency owners and operations leads. Manager works well for account managers and project leads who need AI sidebar access and client oversight. Employee fits in-house team members doing hands-on work. Worker is built for external contractors who only need to see and complete their assigned tasks.
