> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://freelo.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Admin and Project manager roles

_Admin_ of the project and _Project manager_ are available roles in _Team_ and _Business_ [plans](https://www.freelo.cz/en/pricing). Both roles can set only the project captain.

Glossary of the basic terms

*   **Captain** = Project owner. Only active projects count to the captain’s purchased plan.
*   **Project manage**r = Can create projects under the captain’s account.
*   **Admin** = Can see and do the same activities as the captain in the particular project (invite users, see reports and financial side of the project, remove users).

## Project manager

_Project manager_ is captain’s man. Project managers can create new projects up to the purchased plan limit. You can have an unlimited number of _Project managers_.

Project manager can be an _Admin_ of the project at the same time and help you fully manage projects. _Project manager_ is automatically an _Admin_ of the project that he/she creates.

### How to set up Project manager

Go to section _Users_ in the upper blue bar and [_All users_](https://app.freelo.cz/uzivatele). Via the three-dot menu on the right, appoint a particular user as a _Project manager_ > _Appoint Project manager_.

![](https://storage.crisp.chat/users/helpdesk/website/d35ec59abb535800/1eeedc40-5d26-4135-aa9c-40da02_dtzhf7.png)

How to appoint a Project manager.

### How to remove Project manager

Remove _Project managers_ just the same way in the section _[All users](https://app.freelo.cz/uzivatele)_ via _three-dot menu_ on the right > _Remove Project manager role_.

![](https://storage.crisp.chat/users/helpdesk/website/a1b49a89a399f000/810b12d0-63d9-4554-b214-196724_18hb41h.png)

How to remove the Project manager role.

#### Overview of Project managers

In the section [_All users_](https://app.freelo.cz/uzivatele) you have an overview of users who already have the _Project manager_ role.

![](https://storage.crisp.chat/users/helpdesk/website/683c010711c18000/6ee32bba-4eba-4233-a55b-0fb318_i9ho1x.png)

Check overview of Project managers in the All users.

### How to create projects as Project manager

When [creating a project](https://help.freelo.io/en/help/creating-a-new-project/) as a _Project manager_ it is very important to set the user with a purchased plan as a captain of the project.

Create a project via the _plus icon_ in the upper blue bar and click [_Create project_](https://help.freelo.io/en/help/creating-a-new-project/). Enter a project name, choose a currency or set the project view in [kanban](https://help.freelo.io/en/help/kanban-board/).

The last option is _Who will be this project’s captain?_ Select a user who purchased a plan for your company. Confirm via _Create project_.

![](https://storage.crisp.chat/users/helpdesk/website/1aa84c3585a9150/aa1fc3e9-5f39-40fb-a29f-d783b8_1gf507d.png)

Example of how to create a project from the Project manager position.

The project captain is most likely your boss, employer or a client you work for. This person always has to be chosen as captain of the project.

Once you select the captain, he/she will be pre-set for the next time.

### How to cancel an automatic Admin role for Project manager

If you do not want your _Project managers_ to be _Admins_ in projects, you invite them to automatically, just cancel this option in your [_Settings_](https://app.freelo.cz/profil/nastaveni).

![](https://storage.crisp.chat/users/helpdesk/website/f85bc4cbee4a3000/ea7e0664-2f55-40d8-9d19-84b2f4_1yge8y4.png)

If you want your Project manager to be an Admin in your projects where you invite him, turn on the checkbox as in the screenshot.

## Admin role

_Admin_ of the project can see the project the same way as its _Captain_. That means the _Admin_ can see all [financial and time reports](https://help.freelo.io/en/help/time-tracking-tracking-time-over-the-task/) of other users and [budgets](https://help.freelo.io/en/help/project-budget/). _Admin_ can invite and remove other users from the project, setup the access to _[Notes](https://help.freelo.io/en/help/project-notes/)_ and _[To-Do lists](https://help.freelo.io/en/help/setting-user-rights/#access-to-to-do-lists)_.

_Admin_ is appointed for a particular project by its captain. _Project manager_ is automatically an _Admin_ of the project that is created.

### How to set up an Admin of the project

Go to the section _Users_ in the upper blue bar and [_All users_](https://app.freelo.cz/uzivatele). Appoint a particular user as _Admin_ via _three-dot menu_ on the right you > _Appoint Admin_.

![](https://storage.crisp.chat/users/helpdesk/website/e13ca380c2fe9000/82fe9ae2-73c1-4bb6-8668-ac97b4_1f9aju.png)

How to appoint the user as Admin of the project.

![](https://storage.crisp.chat/users/helpdesk/website/aa5d403492c1c800/f785b296-02de-4dfb-814d-103b75_14bmthv.gif)

Appoint one user as Admin for multiple projects.

Remove the role the same way.

## Tips & Tricks

1.  Give the right to create new projects to chosen people. Appoint them as _Project managers_.
2.  Appoint more _Admins_ so the managing and delegation is not up to one person only.
3.  The captain (project owner) can be changed anytime when [transferring a project](https://help.freelo.io/en/help/change-the-owner-captain-of-project/).
4.  The key is to divide projects well and cleary. Check [7 rules on how to organise your projects](https://blog.freelo.io/7-rules-how-to-organize-your-projects/).

Updated on 11.10.2022

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