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To give your team leaders visibility into their specific team members' activities without full admin access, you can use Groups paired with a Custom role, Shahzad.
First, you need to group the employees who belong to a specific team leader. Here's how:
- Navigate to the My Team menu and select Groups and Managers.
- Click Add Group and enter a name.
- Under the My Team tab, select and assign the specific employees to that group.
- Select Save.
Once done, designate the team leader as the person in charge of that group:
- Click the Groups and Managers tab under the My Teams menu.
- Select your newly created group by clicking MANAGERS.
- Then add your team leader.
To ensure they have view access to see who is working on which client, you need to adjust their individual permissions:
- Navigate to the My Team menu and select the Team Leader’s name.
- Click Edit and go to the Permissions tab.
- Change their Role to Custom and ensure that Manage team members and groups is checked.
- Click Save.
Once configured, your team leaders can now use the Who's Working window, which automatically filters to show only their group members, including which client/job they're working on and GPS location.
Should you have further questions or need assistance, let us know in the comments below.
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