Documentation by Role

Different roles use Supervisible differently. Find the guides most relevant to your day-to-day work.

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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

1. Weekly check-in: Review Overview for utilization trends, then check Projects for margin alerts
2. New project evaluation: Check Team Workload for capacity, then create project with accurate billing setup
3. Monthly financials: Review Profitability settings and project margins

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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

1. Project kickoff: Create project, assign team via workload table
2. Weekly planning: Check Team Workload, adjust assignments
3. Status updates: Update project flags to communicate health

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Managers

You run projects day-to-day: creating clients and projects, managing assignments, and keeping delivery on track.

Key Features

• Creating Projects — Set up new projects with billing and team
• Managing Projects — Day-to-day project operations
• Team Workload — See who has capacity
• Time Off Team Views — Approve direct reports' time off

Typical Workflows

1. New client onboarding: Create client, then create project with billing type and team assignments
2. Weekly planning: Check Team Workload, adjust assignments, review project health
3. Time off approvals: Review and approve requests from your direct reports in Time Off

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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

1. Daily check: View My Workload for current assignments
2. Planning vacation: Check allowances, then book time off
3. Updating skills: Add capabilities and tools in Profile

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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

1. New hire onboarding: Invite member, assign to team, set availability
2. Quarterly review: Audit member roles, update costs
3. Year-end setup: Configure new time off allowances