Managing Your Team
What's the difference between Administrator, Manager and Member?
What each role can see and do, which plan includes Managers, and how to change someone's role.
In DoTally, the Administrator runs the workspace: settings, invites, roles and billing. Managers see the whole team’s views, profiles and reports, but can’t change settings. Members see their own work, plus the team Timeboard and, on Team Professional, the Leaderboard.
At a glance
Member | Manager | Administrator | |
|---|---|---|---|
Their own My Work and insights, plus scores on Team Professional | ✓ | ✓ | ✓ |
Timeboard, and the Leaderboard on Team Professional | ✓ | ✓ | ✓ |
My Team, Team Overview, Team Health & Insights | — | ✓ | ✓ |
Other members’ profiles and days | — | ✓ | ✓ |
Team App Usage (with each person’s App Sharing) | — | ✓ | ✓ |
Custom Reports (Team Professional) | — | ✓ | ✓ |
AI Chat about the team (Team Professional) | — | ✓ | ✓ |
AI Chat about their own work (Team Professional) | ✓ | ✓ | ✓ |
Remind someone to turn on App Sharing (one reminder per person every 24 hours) | — | ✓ | ✓ |
Mark Handled on someone else’s insight | — | ✓ | ✓ |
Invite people, change roles, delete a member’s account | — | — | ✓ |
Settings: team details, workday, history | — | — | ✓ |
Plan and billing | — | — | ✓ |
Administrator
Every workspace has one Administrator: the person who created it. A second Administrator can’t be added.
The Administrator is the only person who can open Settings. That’s where the team details, workday schedule, Inactive Time Questions, history setting and plan live.
The Administrator manages people: invites, roles and deleting accounts. Delete Account on a member’s profile deletes that person’s DoTally account for good, not just their place in the workspace. Custom Reports they created stay.
The Administrator can’t delete their own account while anyone else is in the workspace. As the workspace’s only member, they can.
Manager
Managers see the whole workspace. There are no sub-teams, so a Manager sees every member, not just a group.
They get every team view: My Team, Overview, Team Health & Insights, Members, Team App Usage, Custom Reports and AI Chat.
They can’t change Settings, invite people or change roles.
They can’t mark their own insights handled. Only someone else can.
The Manager role is part of Team Professional. On Team StartUp, everyone the Administrator invites joins as a Member.
Member
Members see everything about their own work: My Work, their own insights and, on Team Professional, their scores.
In the Team area, they see the Timeboard and, on Team Professional, the Leaderboard, with teammates’ names alongside their time and scores. They can’t open anyone else’s profile or day.
On Team Professional, they can use AI Chat about their own work. It doesn’t answer about teammates or the team.
What every role has in common
Everyone tracks and logs their own time, the Administrator and Managers included, and appears on the Timeboard and, on Team Professional, the Leaderboard.
App detail follows App Sharing for everyone. Not even the Administrator sees another person’s apps, windows or tabs unless that person turns on App Sharing. See What can my manager see?
Change someone’s role
Go to Team → Members and open the person’s profile.
Under Role, choose Member or Manager.
Select Save Changes.
Only the Administrator can do this. New members get their role in the Invite Members window.
Available on: Administrator and Member on every plan. Manager on Team Professional, including the 14-day trial.
Related
Still stuck? Email awesome@dotally.app.
