Steerd Help

Team, roles and seats

Inviting people, what each of the four roles can do, granting one extra permission, and the difference between a Full and a Time seat.

Inviting someone

Settings, Team takes an email address and a role, and sends an invitation. You can also copy the link and send it yourself.

Two useful details:

  • Invitations expire, and the pending list shows when. You can resend or revoke.
  • You choose the invitation language, so a German colleague gets a German invitation regardless of the language you work in.
The team screen, listing members with their roles alongside pending invitations.

The four roles

RoleWhat it is for
OwnerEverything, including billing. Created with the workspace.
AdminEverything except billing.
MemberThe normal role: projects, CVs, their own time, their own trips.
Time trackerA restricted role for externals. Time and travel only.

A time tracker is default-denied everywhere else, which is why their sidebar is nearly empty. That is the role working, not a misconfiguration.

Granting one extra permission

Sometimes a member needs one thing their role does not include. Manage access grants specific modules to a single person: view or edit CVs, manage projects, track or manage time.

Two permissions are never grantable this way: billing and member management. An admin cannot mint those for somebody else, which is what stops an admin quietly promoting themselves sideways.

Scopes, for time trackers

A time tracker sees only the organizations and projects you explicitly grant:

A time tracker only sees the organizations and projects you grant here.

An external contractor with no grants sees nothing to track against, so this is the step people forget after inviting one.

Seats

On the Team plan, each member holds one of two seat types:

  • a Full seat, for someone using the product,
  • a Time seat, cheaper, for someone who only tracks time.

Some full seats are included in the base price; beyond that, seats are billed per seat. The seats screen shows how many are included, how many are billed, and what each type costs.

Changing a seat type or adding a member is a billing change, and Steerd tells you what it will do to your next invoice before you confirm. For an invited person who has not accepted yet, the charge starts when they accept.

If the seats screen mentions billing catching up with a recent change, that is Stripe and Steerd briefly disagreeing after an edit. It settles on its own.

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