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To create a team please follow the steps below or watch this video:
https://youtu.be/HhNYgfwju38
Navigate to the Teams module.
Click on the “Create Team”-button in the top left corner.
Fill in the fields.
Click “Create”.
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Navigate to Edit Team> Team Members in the top right corner.
Click “Add Members“.
Fill in the fields: team member, role, workload calendar.
Click “Save”.
Info |
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Please note, that you can select multiple users in the member name dropdown and search for a user by typing the user name. |
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As a team lead, you are permitted to create a new role and assign it to any team participant. You might need to create a new role to assign it to a controller, who should track the time of all employees in your company. Or you would like to create a team co-owner role, so your deputy can manage the team during your vacations.
Learn more in our video: https://youtu.be/6FnpxMaRZ_U
There are four permission levels:
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