Team permissions are a specific subset of permissions within an application, focusing on managing tasks related to team work logs and schedules. As a team leader or admin, you have the authority to assign these permissions for 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.
Default Roles
In a team structure, there are typically two default roles: Team Leader and Member.
TEAM LEADER
As the Team Leader, you are granted comprehensive permissions to oversee various aspects crucial to team management. Specifically, you 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 can ensure that tasks are appropriately scheduled
Manage Team Member Configuration: As part of managing team dynamics, you have the ability to update important details within team member profiles, such as:
Updating User's Holidays and Capacity: You 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 have the capability to designate who should approve timesheets and leave requests by setting default approvers. This helps maintain workflow efficiency.
Monitoring Leave Balances: You can view the number of days taken and the remaining days of leave of your team members.
MEMBER
Members initially do not possess any specific team-related permissions. However, the Team leaders have the authority to selectively grant permissions to individual members as needed base on their roles and responsibilities to team. This setup ensures that particular members have the ability to control team resource planning and team work log.
Create a new role
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.
Note: One member can have multiple roles
How to create a new role in the Team Permission setting?
(coming soon)
Visibility
Category | Permission | Description |
|---|---|---|
Worklog | View team work logs | Have permission to view logged hours of other members in a team across Timelog, Report, and Dashboard. |
Manage team work logs | Users in this role have permission to modify the logged hours of other members in the Team | |
Schedule | View team schedules | Users in this role have permission to view task planning at Schedule and scheduled hours data of other members in Report, and Dashboard tab. |
Manage team schedule | Users in this role have permission to update task planning information such as start date and end date or change the duration of that task. | |
Team | Manage team | Users in this role have permission to add and remove members from teams, as well as the ability to designate team leaders. |
Manage member's setting | Users in this role have permission to update team member's holidays and capacity, setting default approver for timesheet and leave, and monitoring leave balances of team members. |