Users & Roles

Manage who can access your company’s Bolto workspace from Administration → Users (Owners only). This controls your admin team — the people running payroll, managing contractors, and approving time off — separate from the employees and contractors you pay, who get their own portal access automatically.

Inviting a user

Add user takes a name, email, and role, and sends an invitation email. Pending invitations appear in the users table with an Invited status, where you can edit the role, copy the invite link, resend, or cancel. Active members can have their role changed or be removed.

Roles

Role	What they can do
Owner	Everything — payroll setup and approval, offer letters, I-9 signing, taxes, bank accounts, users, and all administration
Contractor Manager	Day-to-day people operations: add employees and contractors, convert contractors, approve timesheets and time off, manage calendar holidays, make contractor payments, and assign tasks — no payroll approval, offer letters, or company administration
Viewer	Read-only across the workspace — ideal for accountants or HR support who need visibility without edit rights

A quick reference for common actions:

Action	Owner	Contractor Manager	Viewer
Run and approve payroll	✅	❌	❌
Offer letters	✅	❌	❌
I-9 review & Section 2	✅	❌	View only
Add / convert employees	✅	✅	❌
Contractors & payments	✅	✅	View only
Time off & timesheets approval	✅	✅	❌
Taxes, bank accounts, integrations, users	✅	❌	❌

Buttons a role can’t use appear disabled with an explanation, so it’s always clear when a task needs an Owner.

Getting started

Products

Hiring

HR

Inviting a user

Roles

​Inviting a user

​Roles

Inviting a user

Roles