Account & Settings/Users
Understanding User Roles
5 min readUpdated January 8, 2026
User roles control what team members can see and do in PracticeWings. Every user has one role within your organization.
Built-in Roles
- Admin — Full access to everything including org settings, billing, and all client data.
- Manager — Access to all clients, tasks, time entries, and reports. Cannot modify org settings or billing.
- Staff — Access only to clients and tasks they are assigned to. Can log time and complete their work.
Start with the built-in roles — most firms find they're sufficient. Create custom roles only if you have a specific access control need.
Custom Roles
- Go to Settings > Roles.
- Click New Role.
- Name the role (e.g., "Senior Associate" or "Tax Admin").
- Toggle individual permissions on or off.
- Click Save Role.
- Assign users to the new role from the Users page.
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