Roles & Permissions

Cherp has four user roles. What you see in the sidebar, what data you can access, and what actions you can take all depend on your role.

The Four Roles

Role	Who	Summary
Admin	Tim, Erin	Full access to everything — projects, finances, team management, system settings
Project Manager (PM)	Rachael	Full project and deliverable access, financial visibility, team management
Employee	David	Can view projects, log time, complete assigned work. No financial data, no editing projects
Contractor	External collaborators	Can only see assigned projects, log time, submit invoices. Most restricted role

There is also an Accounting role for bookkeeping users with access to financial pages but not project management.

Sidebar Visibility

Not every section appears for every role:

Sidebar Section	Admin	PM	Employee	Contractor	Accounting
Focus	Yes	Yes	Yes	Yes	No
Projects	Yes	Yes	Yes	Yes (assigned only)	No
Workload	Yes	Yes	Yes	Yes	No
Time	Yes	Yes	Yes	Yes	No
Schedule	Yes	Yes	No	No	No
Clients	Yes	Yes	Yes	No	No
Contacts	Yes	Yes	Yes	No	No
Team	Yes	Yes	No	No	No
Leave	Yes	Yes	No	No	No
Hotels	Yes	Yes	Yes	No	No
Venues	Yes	Yes	Yes	No	No
Brands	Yes	Yes	Yes	No	No
Manufacturers	Yes	Yes	Yes	No	No
Forecast	Yes	Yes	No	No	Yes
Prospects	Yes	Yes	No	No	No
Retainers	Yes	Yes	No	No	Yes
Payroll Hours	Yes	Yes	No	No	Yes
Invoices	Yes	Yes	No	No	Yes
My Invoices	No	No	No	Yes	No
Settings	Yes	Yes	Yes	Yes	Yes

Financial Data

Only Admin and PM roles (and Accounting where applicable) can see dollar amounts. Employees and contractors see:

Percentages instead of dollar amounts on project charts
No Finance tab on project detail pages
No access to Forecast, Retainers, or Invoices pages

Project Editing

Only Admin and PM roles can:

Create, edit, and delete projects
Create, edit, and delete deliverables
Reorder deliverables (drag and drop)
Manage project timelines
Change project statuses

Employees and contractors see project details but cannot modify them.

Contractor-Specific Restrictions

Contractors have the most limited access:

Only see projects they’re assigned to — a manager must explicitly add them to a project’s team
Cannot see archived or closed projects
Cannot see other people’s time entries — only their own
Cannot see financial data — no budgets, amounts, or invoiced values
Cannot access the People or Intel sections

Contractor Project Access Levels

When a contractor is assigned to a project, they get one of three access levels:

Level	What They Can Do
Time Only	Log time against tasks
Contributor	Full work access (default)
Admin	Can manage other team members on the project

Intel Section Permissions

Action	Admin	PM	Employee	Contractor
Browse hotels, venues, brands	Yes	Yes	Yes	No
Create new records	Yes	Yes	No	No
Edit and delete records	Yes	Yes	No	No
Run AI enrichment	Yes	Yes	No	No
Import CSV data	Yes	Yes	No	No

Personal Mode

Admins can toggle Personal Mode in Settings. When enabled, the interface switches from the full team/business view to a personal view — showing only your own assignments, time entries, and work items. This is useful when an admin wants to focus on their own work without the management overhead.