Team Roles and Permissions with Lifted Work’s Team Management System
Learn how agency owners can use Lifted Work’s team management features to assign roles, control access, and invite teammates—without confusion.
1Manage Your Team with Clarity and Control
Running an agency means working with a mix of employees, freelancers, and managers. Lifted Work’s Team Management screen gives you a centralized way to invite, assign, and manage teammates with crystal-clear permission levels—so everyone only sees what they need.
2Invite Teammates Easily
To invite a new teammate, simply:
Enter their name
Choose their role (Admin, Manager, Employee, or Worker)
Send the invite
Once they accept the email invitation, they’re in—and their access is automatically scoped based on their role.
3Understand Roles and Permissions at a Glance
Lifted Work makes it simple to understand who can do what across your team. Here’s a quick breakdown:
🛠️ Admin
Full access to all system settings
Can manage the agency’s billing plan
Can assign roles and permissions to others (including other admins)
Ideal for agency owners or senior leadership
👤 Manager
Can view nearly everything an admin can
Cannot see financials like team costs or invoices
Cannot promote others to admin
Great for account managers or team leads
👥 Employee
Focused, limited access
Can view their assigned tasks, upcoming work, and client requests
Can view task templates in settings
Cannot see the dashboard or manage agency-wide settings
Ideal for specialists and support staff
🧱 Worker
Lowest level of access
Best for contractors or assistants with highly scoped responsibilities
Each role is designed with operational clarity and data security in mind.
4What Employees Can See and Do
Employees don’t need access to everything, and Lifted Work reflects that:
They can see the tasks assigned to them
They can track incoming client requests
They get limited access to client overviews
In Settings, they can view task templates to help complete their work
They do not have access to dashboards, billing, or team-wide metrics
This creates a clean, focused interface for people who just need to get things done.
5Admins Stay in Control
Only admins can:
Invite new teammates
Assign or change roles
Access billing and agency plans
View team costs and internal financial data
This ensures that sensitive decisions are only in the hands of trusted leaders.
6Practical Team Management for Growing Agencies
As your agency scales, having clearly defined permissions helps you:
Avoid role confusion
Reduce mistakes from accidental access
Ensure sensitive data stays protected
Onboard new team members quickly
Empower managers without giving away the keys
Lifted Work’s team structure supports realistic, flexible workflows across growing teams.
7Final Notes on Roles vs. Titles
When you invite a new team member, you can assign them a title (like "SEO Specialist" or "Account Director")—this is just for internal reference. Their role (Admin, Manager, etc.) controls what they can actually see and do in Lifted Work.
With Lifted Work’s team management tools, you get the right blend of flexibility and control—making it easier to delegate work, protect sensitive areas, and support team-wide productivity.
