SET UP
People and access
Invite your team and give each person the role they need.
Everyone signs in with their own email link. A sign-in alone gives no Gauge access: the owner connects each operator to a person and a role.
Roles
| Role | Can |
|---|---|
| owner | everything, including finance and assigning access |
| finance | rates, costs, billing packets, imports and every engagement |
| lead | approve time and expenses and manage terms, tasks, milestones and staffing on engagements they lead |
| staff | record their own time, expenses and leave on engagements they are assigned to |
| agent | prepare and withdraw proposals only; names no person |
Staff and leads never see private costs or rates.
Invite and assign
- Invite operator with their Email and Display name. They receive a sign-in link.
- Once they accept, Assign or revoke Gauge access: choose the Active operator, the Person they are, and the Gauge role, with Enabled ticked.
Current grants lists who has which role.
Revoke access
Save the grant again with Enabled cleared. It takes effect on that operator's next request.