Getting Started
For Your Role
Find the features and guides most relevant to how you use Supervisible.
Documentation by Role
Different roles use Supervisible differently. Find the guides most relevant to your day-to-day work.
Agency Owners & Directors
You care about the big picture: profitability, capacity, and client relationships.
Key Features
- Profitability & Agency Rate — Monitor margins and set rate thresholds
- Member Costs — Configure team costs for accurate margins
- Overview Dashboard — High-level utilization metrics
- Projects — Portfolio view of all client work
Typical Workflows
- Weekly check-in: Review Overview for utilization trends, then check Projects for margin alerts
- New project evaluation: Check Team Workload for capacity, then create project with accurate billing setup
- Monthly financials: Review Profitability settings and project margins
Project Managers
You manage delivery: team assignments, timelines, and project health.
Key Features
- Managing Projects — Day-to-day project operations
- Team Workload — See who has capacity
- Project Expenses — Track all project costs
- Time Off Team Views — Plan around absences
Typical Workflows
- Project kickoff: Create project, assign team via workload table
- Weekly planning: Check Team Workload, adjust assignments
- Status updates: Update project flags to communicate health
Team Members
You focus on your work: assignments, availability, and time off.
Key Features
- My Workload — Your assignments and capacity
- Booking Time Off — Request vacation and leave
- Allowances — Check remaining leave balance
- Profile Settings — Update your skills and info
Typical Workflows
- Daily check: View My Workload for current assignments
- Planning vacation: Check allowances, then book time off
- Updating skills: Add capabilities and tools in Profile
Administrators
You configure the system: members, teams, permissions, and settings.
Key Features
- Members — Invite users, manage roles
- Teams — Organize team structure
- Capabilities — Define skills and roles
- Time Off Configuration — Set up leave policies
- Organization Settings — Workspace configuration
Typical Workflows
- New hire onboarding: Invite member, assign to team, set availability
- Quarterly review: Audit member roles, update costs
- Year-end setup: Configure new time off allowances