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.
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 can 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 can 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 based on their roles and responsibilities to the team. This setup ensures that particular members can control team resource planning and teamwork logs.
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?
Step 1: Navigate to the Teams Tab > Select the Team Board button in your chosen team where you want to create a new role.
Step 2: Click on the Permission Settings button located in the right corner of the screen.
Step 3: Click on the +Add Role button to create a new role for your team.
Step 4: Define the New Role
Name the New Role: Enter a name for the new role that fits your team's structure.
Add Users: Add one or multiple users to the new role.
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.
What are these permissions and how do you assign them correctly to users? Please follow the Visibility section below for more details.
Visibility
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 Schedule and 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 designate team leaders. |
Manage 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. |