Everything in one place, without everyone seeing everything
Decide who sees financials, salaries and private projects, with roles for your team, freelancers and advisors, and permissions you can set per person.
All-in-one needs a lock on the door
Putting proposals, time, clients and money in one place is the point. But it means salaries, margins and day rates sit next to the task list.
Most people on your team don’t need to see those, and some shouldn’t. Freelancers need their work, not your client list.
Rofinery gives each person a role, then lets you fine-tune what that role, or that one person, can see and do.
Access that fits how agencies work
Start from sensible defaults, then adjust.
Five roles to start from
Owners and admins see everything. Contributors work in the areas you allow and never see salaries. Freelancers see only the work they're assigned. Advisors get read-only reports and financials.
Permissions you can adjust
Turn individual permissions on or off for a role, override them for one person, apply a preset, or reset to the defaults. There are 77 of them, grouped by area.
Money and salaries kept apart
Financial figures need their own permission, and salaries need another. People without salary access never receive salary data at all.
Private projects stay private
Only admins, the project manager and project members can see a private project. In shared time reports, its hours count but its details are hidden.
Managing your team
Everyday access jobs, without a support ticket.
Add people before they start
Add someone now and send their invite when they're ready
Switch access off
Disable someone's access without deleting them, and turn it back on later
Member details
Salary history, working pattern and utilisation target for each person
Freelancer dashboard
Freelancers get their own dashboard of assigned tasks, projects and milestones
Two-factor authentication
Protect each account with a code from an authenticator app
Browser sessions
See where you're signed in and log out of other browsers
AI tools by permission
Connecting an AI assistant is off for every role until you allow it
AI activity log
Admins can see every action taken through a connected AI assistant
Notification choices
Choose which notifications your team gets, and let people opt out of the ones that allow it
Where permissions matter most
The screens where getting access right counts.
Questions about roles and permissions
Not new roles, but you can change what each of the five roles can do, and override permissions for individual people.
No. Salary data needs its own permission, which only admins have by default.
Only the projects and tasks they're assigned to, on their own dashboard. Financial and report permissions can't be given to freelancers.
Yes. Reset a role, or one person, back to the default permissions at any time.
Share the work, not the salaries
Or see how access works across Rofinery.