Team permissions are a specific subset of permissions within an application, focusing on managing tasks related to teamwork logs and schedules. As a team leader or admin, you have the authority to assign these permissions to individual team members, granting them specific rights based on their roles and responsibilities within the team. This granular control ensures that each team member can access to the necessary functionalities and information required to effectively contribute to the team's objectives. By defining and assigning these permissions thoughtfully, you can optimize teamwork, streamline workflows, and maintain security and accountability within your team.
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Default Roles
In a team structure, there are typically two default roles: Team Leader and Member.
| Status | ||||
|---|---|---|---|---|
|
As the Team Leader, you users are granted comprehensive permissions to oversee various aspects crucial to team management. Specifically, you users have the authority to:
View and Manage Team Schedules and Work Logs: This includes monitoring and making adjustments to the team's schedules and work logs as necessary. You Users can ensure that tasks are appropriately scheduled
Manage Team Member Configuration: As part of managing team dynamics, you users can update important details within team member profiles, such as:
Updating UserTeam Member's Holidays and Capacity: You Users can manage and adjust the holiday schedules and availability of team members, ensuring adequate coverage and planning within the team.
Setting Default Approver for Timesheet and Leave: You Users can designate who should approve timesheets and leave requests by setting default approvers. This helps maintain workflow efficiency.
Monitoring Leave Balances: You Users can view the number of days taken and the remaining days of leave of your team members.
| Status | ||||
|---|---|---|---|---|
|
...
Given that not everyone within a team shares the same roles and responsibilities, it is crucial to clearly define and create new roles to manage tasks and optimize workflow effectively. Different roles can have different levels of access and this granularity helps maintain security by limiting access to sensitive data like scheduled hours and logged hours.
Before granting permissions to each team member, users must be a App Admin/Jira Admin/ Team Admin or Team Leaders
| Info |
|---|
Note: One member can have multiple roles |
...
What are these permissions and how do you assign them correctly to users? Please follow the Visibility and Management section below for more details.
Visibility and Management
Team Admin: have ability to create new teams and view ALL TEAMS
Team Leaders: can only see the teams where they are included and have full manage permissions within the team where they are leading.
Users: can only see the teams where they are included. Users can not create new teams or access to other team schedule board.
Category | Permission | Description |
|---|---|---|
Work log | View team work logs | Permission to view the logged hours of other team members across the Timelog, Report, and Dashboard. |
Manage team work logs | Permission to modify the logged hours of other members in the Team | |
Schedule | View team schedules | Permission to view task planning in Scheduleand scheduled hours data of other members in the Report, and Dashboard tab. |
Manage team schedule | Permission to update task planning information, such as start and end dates, or change the duration of tasks. | |
Team | Manage team | Permission to add and remove members from teams, as well as edit team name and designate team leaders. |
Manage team member's setting | Permission to update team members' holidays and capacity, set default approver for timesheet and leave, and monitor leave balances of team members. |
Updates in Team permission still support users to keep the current behavior for Team Creator that users will have those permissions:
Can edit the team name
Can add and remove members from a team
Can delete a team that they created before.