The Partner role used to be called Founder. It is the same role with a new name, and nothing it can do has changed.
What each role can do
Partners and Admins have the same access, with one exception: only a Partner can start a Finance trial, because it commits the firm to a paid module.
What Architects see
Architects have full access to the work itself and no access to the money. Dashboards. The General dashboard shows the deadlines and project updates for work assigned to them, not the whole firm’s. The Timeline dashboard opens filtered to their own projects, and they can change the filter to see everyone’s. The Billing dashboard is not available, including by pasting its address. Project billing. Architects do not see a project’s Billing tab, and no amounts anywhere. They bill by doing the work: ticking the sub phases on the project timeline is what sets the linked billing stage to Ready to Invoice and tells the Partners it can go on an invoice. See Billing stages. Deleting. Architects cannot delete anything: not a client, project, task, document, invoice or collaborator. Setting a record to inactive is available to everyone.If a button, menu entry or settings field is missing for you, that is your role rather than a fault. Ask a Partner at your firm.
Find out your own role
Your role is set when your account is created. To change it, or to add or remove someone from your team, speak to a Partner at your firm.Next steps
Firm settings
The project prefix, your password and billing settings.
Billing stages
How work becomes ready to invoice.