Administrator's Guide

option 1 Directly install via this link: TeamBoard TimePlanner in the Atlassian marketplace > Select your Jira site > Click on Try it free and explore the app now!

option 2

1. Log in to your Jira instances as an admin

2. From the top navigation bar, choose Apps > Explore more apps.

3. Search for TeamBoard TimePlanner

4. Click on Try it free > then select Start free trial, you're all set now!

Open

After installing TeamBoard TimePlanner, you can access the app via the Jira menu by selecting Apps > TeamBoard TimePlanner.

Open

ADMINs

1. App Admin: Full access to all features and configurations within the app. By default, users who are in the jira-admin or org-admin group are automatically granted App Admin permission.

2. Team Admin: Manages team-specific activities like team creation, resource planning, work logs, and team member configurations.

3. Client Admin: Manages client portfolios and links clients to tasks.

4. Billing / Cost Admin: Handles financial configurations, such as billing rates and cost management.

approvers

1. Leave Approver: Have the authority to approve or reject leave requests submitted by team members.

2. Timesheet Approver: Have permission to approve or reject timesheets submitted by team members.

Team members

Users assigned to viewer roles (e.g., Timesheet Viewer, Scheduler Viewer) can view or edit their own data but do not have permission to view or make changes to others.

To configure app permissions and assign these roles:

• Navigate to Settings > Permission in TeamBoard TimePlanner.

• Define the specific permissions for each role according to your organizational needs.

Set up the working capacity for your team members, which defines the number of hours or days they are available to work.

To access capacity scheme settings go to Settings → Working capacity