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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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Please note, that if the “Create Team”-button is disabled, you might not have Team Managers permissions in the app configuration. Please contact your administrator. |
How to manage a team?
Please follow the steps below or watch our video: https://youtu.be/id3XDb_3htk
How to add a new member?
To add a new team participant, please follow the steps below:
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”.
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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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There are four permission levels:
Permission level | Description | Example |
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Work on issues |
| Consultans |
View team members work logs |
| Timesheet admin |
Manage team members work logs |
| Timesheet admin or Team co-owner with limited permissions |
Manage this team |
| Team co-admin |
To create a new role, please follow the steps below:
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