Somebody's job changes — a subcontractor comes on the books, an engineer takes over the diary — and their role in Mucka should change with it. It's one dropdown.
Change a role
Go to Settings → Team → People, open the person's card and scroll to Role. Pick the new one and it saves straight away.
You'll only see the dropdown if you can manage the team. Owners don't have one — they already have everything — and you can't change your own role, so ask another owner.
What each role is for
- Owner — the whole workspace, including billing, roles and settings.
- Manager — runs the day to day: the diary, quotes, invoices, the team.
- Engineer — their own jobs, their own schedule, certificates.
- Subcontractor — their own jobs and nothing else. No customer list, no prices, no quotes.
You can also build your own roles in Settings → Team → Roles and pick those here too.
What it does to your bill
Subcontractors are free. They don't use a seat, which is why a firm with ten lads on the books and six subbies is billed for ten.
So moving somebody out of Subcontractor and into any other role adds a paid seat, exactly like inviting a new teammate does — and moving them into Subcontractor takes one off. If your plan already covers the extra person, nothing changes and nothing is charged; if it doesn't, Mucka tells you right there at the dropdown and offers you the seat.
Good to know
- You can't hand out more than you hold. Mucka won't let you give somebody a role with permissions you don't have yourself — so a manager can't make anyone an owner.
- The last owner stays an owner. Make somebody else an owner first if you're moving them off it.
- Their work stays put. Jobs, quotes, certificates and anything you owe them are untouched by a role change. What changes is what they can see and do next time they open Mucka.
- A subcontractor stays on the timesheet list even after you promote them, because you may still owe them for work already done. Take them off in Timesheets when you're square.