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  1. Navigate to the Teams module.

  2. Click on the “Create Team”-button in the top left corner.

  3. Fill in the fields.

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  4. Click “Create”.

Info

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.
See more: Permissions

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:

  1. Navigate to Edit Team> Team Members in the top right corner.

  2. Click “Add Members“.

  3. Fill in the fields: team member, role, workload calendar.

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  4. Click “Save”.

Info

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

Work on issues

  • Can log personal time to the team

  • Cannot log time of other team members

  • Cannot see and manage work logs of other employees

  • Cannot manage the team

Consultans

View team members work logs

  • Cannot log personal time to the team

  • Cannot log time of other team members

  • Can see work logs of other employees

  • Cannot manage work logs of other employees

  • Cannot manage the team

Timesheet admin

Manage team members work logs

  • Cannot log personal time to the team

  • Can log time of other team members

  • Can see work logs of other employees

  • Can manage work logs of other employees

  • Cannot manage the team

Timesheet admin or Team co-owner with limited permissions

Manage this team

  • Cannot log personal time to the team

  • Can log time of other team members

  • Can see work logs of other employees

  • Can manage work logs of other employees

  • Cannot manage the team

Team co-admin

To create a new role, please follow the steps below:

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