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Step 2: Click on the Permission Settings button located in the right corner of the screen.
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Step 3: Click on the +Add RoleNew role button to create a new role for your team.
Step 4: Define the New Role
(1) Name the New Role: Enter a name for the new role that fits your team's structure.
(2) Add Users: Add one or multiple users to the new role.
(3) Assign Permissions: Tick the boxes next to each permission you want to grant to the users in this role.
Step 5: Click Save to finalize and apply the new role and permission settings.
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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 the ability to create new teams and view ALL TEAMS
Team Leaders: can only see the teams where they are included and have full manage management 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 boardboards.
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. |
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