Getting StartedUser Roles

User Roles

Understand the difference between Owner, Admin, and Employee roles in Caska and what each level can access.

Every Caska user has a role that controls their access. There are three roles: Owner, Admin, and Employee.

Owner

The account owner has full access to everything. This is the person who created the account.

  • Access to all modules and settings
  • Can manage billing and subscription
  • Can invite, manage, and remove all team members
  • Can configure all account-wide settings (notifications, custom fields, categories, communication)
  • Cannot be removed by other users

There is one Owner per account.

Admin

Admins have broad operational access but are restricted from a few sensitive settings areas.

  • Access to all modules (Customers, Products, Inventory, Orders, Batches, Timesheets, Fundraisers, Reports)
  • Can manage module-specific settings (categories, custom fields)
  • Can view team members but cannot change billing

Admins cannot access: Communication settings, Data management, Team settings, or Cost Calculator settings. These are Owner-only.

Employee

Employees have limited access focused on day-to-day tasks.

  • Can log timesheet entries (their own only)
  • Can create and view orders
  • Cannot see other employees' timesheet data

Employees cannot access: Customers, Fundraisers, Reports, Follow-Up, or most Settings areas.

Changing a role

To change a team member's role, go to Settings → Team and edit their profile. Only the Owner can modify roles.


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