Team Leader Level

Team leaders play a vital role in coordinating and overseeing team activities within TeamBoard TimePlanner. They possess specific permissions to access and manage various aspects of their team members' profiles, including capacity, calendar, time log, timesheet, and vacation data.

Responsibilities of Team Leaders

1. Access Permissions: Team leaders have privileged access to crucial data regarding their team members' workloads, schedules, time logs, timesheets, and vacation plans.

2. Coordination and Oversight: They are responsible for ensuring smooth collaboration within the team, optimizing resource allocation, and monitoring progress toward project goals.

Setting a Team Leader

To designate a team member as a team leader:

1. In a team, click on the menu icon next to the team member's name.

2. Choose the "Set as team leader" option from the drop-down menu.

Remove a Team Leader

To remove a team leader, click on the dropdown menu next to the leader’s name and choose “Remove leader role”

Access Team's TimeSheet

If a user is marked as “Team leader” role, he/she will have permission to access to Team's Timesheet