Skip to content
English
  • There are no suggestions because the search field is empty.

Access Levels in PSOhub

Understand how access levels in PSOhub control what users can see and do across the platform.

Published: 1 June 2026

Audience

  • Admin

Objective

Understand what access levels in PSOhub are, how the available access levels differ, and how to assign the right access level to each user in your organization so that permissions, visibility, and approvals are managed correctly.

Introduction

Access levels in PSOhub define what each user can see, edit, and approve across the platform. They are the foundation of how permissions, visibility, and approval flows are managed in your environment.

Setting up access levels correctly ensures that the right people have the right level of control—admins can configure the system, project managers can manage their projects, and team members can focus on delivering work without being exposed to settings they should not change.

Here is a helpful grid that shows you what each access level can see and do in PSOhub:

Before You Begin

When you create a user in PSOhub, you assign them both an access level and one or more project roles.

The access level is set once per user and defines what that person can see, edit, and approve across the platform — for example, whether they can view financial data, manage projects, or only see their own tasks.

A project role is also assigned to a user when they are created and defines the billing rate and cost rate that apply when they log time on a project. A user can have one project role as default and be assigned different project roles on individual projects.

👉 Recommended reading:

Super Admin

The Super Admin access level has the highest level of control in PSOhub, with full access across all organizations and business units managed under a single HubSpot or PSOhub parent account.

Super Admin is typically reserved for a small number of users responsible for overseeing multiple PSOhub organizations or business units from a single login, rather than day-to-day work within one organization.

Typical use case: Organization owners, IT administrators, or partner-level users responsible for managing multiple PSOhub instances or business units under one umbrella account.

Admin

The Admin has full access to all data in PSOhub for their own organization. The Admin has access to the personal, financial, project and resources dashboard as well.

Controller

The Controller access level is designed for users who need full visibility into financial data without holding system administration rights. Controllers can see all projects, contracts, budgets, invoices, and financial reports across the organization.

Typical use case: Finance team members, financial controllers, or accountants responsible for invoicing, revenue recognition, profitability analysis, and accounting integrations. Controllers typically review what Admins configure rather than configuring the system themselves.

Project Manager

The Project Manager access level comes in three configurations, each offering a different level of financial visibility. All three configurations give the user full control over the projects they manage — planning, tasks, resources, time tracking, and project execution — but differ in what financial data they can see.

Project Manager with financial and cost rate access
Full access to project financials, including selling rates and internal cost rates. Use this configuration when your project managers need to make decisions based on margin and profitability.

Project Manager with financial access
Access to selling rates, project values, and invoicing data, but no visibility into internal cost rates. Use this when project managers need to manage revenue and billing but cost data is restricted to finance.

Project Manager with no financial access
No access to financial data of any kind. Use this for project managers who are responsible for delivery only — planning, scheduling, and execution — without involvement in budgets or invoicing.

Typical use case: Project Managers, Delivery Managers, Program Managers, or senior consultants who lead client projects. Choose the configuration that matches the level of financial responsibility each person carries.

👉 Related articles:

Team Member Plus

The Team Member Plus access level is designed for senior team members who deliver project work and also need broader visibility across projects, tasks, planning, and reports — but without project management or financial responsibility.

Typical use case: Senior consultants, team leads, or experienced delivery staff who collaborate across multiple projects, contribute to planning, and need a wider view than a standard Team Member, but who are not running projects themselves.

👉 Related articles:

Team Member

The Team Member access level is the standard access level for users who deliver work on projects. Team Members can see the projects and tasks they are assigned to, log their own time and expenses, and manage their personal planning — but they cannot see financial data or projects they are not part of.

Typical use case: Consultants, developers, designers, and other delivery staff who execute project work. This is the most common access level in most PSOhub environments.

👉 Related articles:

Sales Rep

The Sales Rep access level is designed for users who create and manage quotes but do not deliver project work. Sales Reps work primarily in the sales side of PSOhub — quotes, opportunities, and CRM-related activities.

Typical use case: Sales representatives, account executives, or business development team members who scope new business and create quotes that get converted into projects once signed.

Guest

The Guest access level is designed for external stakeholders — clients, partners, or subcontractors — who need limited, controlled access to specific projects, plans, or tasks in PSOhub. Guest access is configured per user and scoped to exactly what you want them to see.

Typical use case: Client stakeholders reviewing project progress, external collaborators working on shared plans, or contractors who only need to see and update specific tasks. A common variation is the Guest user with access to Tasks Only, who can only see and update assigned tasks.

👉 Related articles:

What Happens Next

Once you understand the access levels available in PSOhub, you can start assigning the right one to each user in your organization. Access levels can be updated at any time, so you can adjust as roles and responsibilities change.

Combine access levels with project roles to give each user the right balance of platform-wide permissions and per-project rates.

Related Articles