Team Permission
Team permissions are a specific subset of permissions within TeamBoard TimePlanner, focusing on managing tasks related to teamwork logs and schedules.
As an App Admin or Team Admin, you can assign specific permissions to team members based on their roles and responsibilities.
Purpose of this permission
This granular control ensures that each team member can access the necessary functionalities. By defining and assigning these permissions thoughtfully, you can optimize teamwork, streamline workflows, and maintain security and accountability within your team.
Team Roles
In a team structure, there are typically some roles such as: Team Admin, Team Leader, Team Creator, and Member.
TEAM ADMIN
As the Team Admin, user can create new teams and view all teams in TeamBoard TimePlanner. Especially, users will have full control permissions in resource allocation within teams and can access team data.
TEAM LEADER Default
As the Team Leader, users can see the teams where they are included and Team Leader are granted comprehensive permissions to oversee various aspects crucial to team management. Specifically, users have the authority to:
View and Manage Team Schedules and Work Logs: This includes monitoring and making adjustments to the team's schedules and work logs as necessary. Users can ensure that tasks are appropriately scheduled
Manage Team Member Configuration: As part of managing team dynamics, users can update important details within team member profiles, such as:
Updating Team Member's Holidays and Capacity: Users can manage and adjust the holiday schedules and availability of team members, ensuring adequate coverage and planning within the team.
Setting Default Approver for Timesheet and Leave: Users can designate who should approve timesheets and leave requests by setting default approvers. This helps maintain workflow efficiency.
Monitoring Leave Balances: Users can view the number of days taken and the remaining days of leave of team members.
TEAM CREATOR
Team Creators: Users with the Team Creator role can only see the teams where they are included or they created, and they will retain the following permissions:
Edit Team Name: Able to change the name of the team as needed.
Add and Remove Members: Can manage team members by adding new members or removing existing ones.
Delete Team: Have the authority to delete any team they have created.
MEMBER Default
Users with member role can only see the teams where they are included and can not create new teams or access to other team schedule boards.
Members initially do not possess any specific team-related permissions. However, the App Admin and Team Admin have the authority to selectively grant permissions to individual members as needed based on their roles and responsibilities to the team. This setup ensures that particular members can control team resource planning and team worklogs.
Create a new role
Given that not everyone within a team shares the same roles and responsibilities, it is crucial to clearly define and create new roles to manage tasks and optimize workflow effectively. Different roles can have different levels of access and this granularity helps maintain security by limiting access to sensitive data like scheduled hours and logged hours.
Before granting permissions to each team member, users must be an App Admin/Jira Admin/ Team Admin. For more information about App Permission, please visit here
Note: One member can have multiple roles
How to create a new role in the Team Permission setting?
Step 1: Navigate to the Teams Tab > Access the Team details by clicking on the specific Team name where you want to create a new role.
Step 2: Click on the Permission Settings button located in the right corner of the screen.
Step 3: Click on the 
button to create a new role for your team.
Step 4: Define the New Role
(1) Name the New Role: Enter a name for the new role that fits your team's structure.
(2) Add Users: Add one or multiple users to the new role.
(3) Assign Permissions: Tick the boxes next to each permission you want to grant to the users in this role.
Step 5: Click Save to finalize and apply the new role and permission settings.
What are these permissions and how do you assign them correctly to users? Please follow the Visibility and Management section below for more details.
Visibility and Management
Category | Permission | Description |
|---|---|---|
Work log | View team work logs | Permission to view the logged hours of other team members across the Timelog, Report, and Dashboard. |
Manage team work logs | Permission to modify the logged hours of other members in the Team | |
Schedule | View team schedules | Permission to view task planning in Schedule and scheduled hours data of other members in the Report, and Dashboard tab. |
Manage team schedule | Permission to update task planning information, such as start and end dates, or change the duration of tasks. | |
Team | Manage team | Permission to add and remove members from teams, as well as edit team names and designate team leaders. |
Manage team member's setting | Permission to update team members' holidays and capacity, set default approver for timesheet and leave, and monitor leave balances of team members. | |
Submit leave request on behalf of members | Permission to create leave requests and submit leaves on behalf of team members. |