Access and administration.

Permissions and membership roles

A manager has work permissions for the organization or selected projects. An accountant has financial permissions for the organization or selected clients. A superuser administers the organization and has both sets of rights.

A membership role describes the relationship: employee, freelancer, observer or guest organization. An observer has restricted access. A guest organization represents a partner team. Permissions and account ownership are separate from these roles.

Account ownership and LDAP

An independent account stays under the person’s control. An organization-managed account lets one organization control setup, release and possible deletion. Changing a membership role does not transfer account ownership.

An organization can directly convert an eligible managed freelancer to employee when there is no active membership elsewhere. Independent and foreign-managed accounts need the invitation and, where required, release steps.

LDAP connects a staff directory to Treetops. Directory synchronization can maintain memberships while local passwords remain in use. Directory password verification requires the same organization to own the account.

Release returns control to the person, removes the former owner’s LDAP authority and requires a new password. Account ownership and directory authority can restrict password changes and recovery.

Archiving, deletion and history

Archiving puts completed resources or inactive memberships aside while retaining their history. Deletion has a separate preview of affected records. See the guides for project and client archives and account release and deletion.

The organization overview shows project targets, recent tickets, bills and activity. A logbook records visible resource history. Access and retention rules determine which activity remains visible.

Workspace settings

Organization settings hold the organization’s identity, logo and currency. Personal invoices have separate identity and currency settings.

British English, German and French are available for the interface, notifications, logbooks and invoices. Invoice language can differ from interface language. This website is available in English and German.

Features in use sets how much of Treetops an organization needs: all features, no client invoices, no financial management or time tracking only. Hidden features keep their saved data.

Personal settings include interface themes and five chart palettes: Denali, Tableau, Asteroid City, Starfleet and a colour-blind safe palette. Colour-vision assistance selects the safe palette. Saved filters, quick search, sorting and archive views help people find work.