RosterRoyalties
RosterRoyaltiesDocs

Users & Permissions

RosterRoyalties has a full role-based user system. Multiple team members can be added to a Host account with different permission levels, while artist, manager, and freelancer accounts are entirely separate portals — each with a different interface and set of capabilities.

Multiple artists require Basic Plus or above

A single Host account on the Basic plan can manage one artist. Basic Plus and above unlock management of multiple artists.

User roles

RoleAccessKey actions
HostFull label adminUpload CSV, create statements, manage artists, issue POs, handle billing
ArtistOwn data onlyView statements, check recoupment balance, submit invoices, sign documents
ManagerRead-only across assigned rosterView all statements and earnings for their managed artists
FreelancerOwn POs and invoicesSign POs, submit invoices, complete W-9/tax forms

Inviting people

Artists — go to Artists and Freelancers in the Host Tools sidebar, open the artist record, and use the invite option. They receive an email that creates their Artist account automatically.

Managers — send a manager invitation from within your Host account. The manager follows the link to create their account and is linked to their assigned artists via the manager_email field on each artist record.

Freelancers — go to Artists and Freelancers and use the invite freelancer dialog. Enter name, email, and optionally a label. Freelancers can also be onboarded as part of the PO creation flow.

Team members (sub-users under your Host account) — go to Team Members in the Host Tools sidebar (Professional plan and above).

Team member permissions

When adding a team member, assign them granular permissions that control which Host Tools sections they can access:

  • can_manage_deliverables — Artists and Freelancers, Track Splits
  • can_view_statements — Royalty Statements, Manage Invoices, Recoupment
  • can_manage_team_members — the Team Members page itself

Team members without a permission will not see the corresponding sidebar item. Changes take effect on their next page load. Manage team members from Team Members in the Host Tools sidebar — add, edit, or remove at any time.

Manager role

The Manager role is designed for management companies and personal managers who need financial visibility across an artist's activity without Host-level access. Managers are read-only for all financial operations — they cannot create or edit statements, splits, or invoices.

When a manager logs in, their dashboard shows only assigned artists — scoped strictly to accounts where their email is set as the manager_email. Each artist's view surfaces: total earnings, pending payments, paid amount, and full statement/invoice history. Management companies can assign different subsets of the roster to each manager.

Freelancer portal

Freelancers are session musicians, producers, engineers, or other contributors engaged for specific work under a purchase order (PO). They access a dedicated portal — entirely separate from the Artist Portal — where they can:

  • View all POs issued to them (total amount, invoiced so far, remaining balance)
  • Sign POs by uploading a countersigned PDF
  • Submit invoices against a PO (partial invoices supported — invoice any portion of the balance)
  • Track invoice status: pending, approved, or paid

The freelancer portal dashboard shows three key figures: active POs, available to invoice, and total invoiced to date. Freelancers access the portal via an invitation email from the Host. See Purchase Orders for the Host-side PO workflow.