Team Permission

Team permissions in TimePlanner define how team members can access and manage schedules, task plans, work logs, timesheets, and other team-related data. This feature allows team leaders and administrators to control team activities effectively while enabling members to focus on tasks relevant to their roles.

Within a team, there are two default roles: Team Leader and Member. Administrators can also create custom roles and assign team members to these roles based on their responsibilities. A single team member can hold multiple roles simultaneously, providing flexibility in managing responsibilities.

Team Roles

In TimePlanner Team, there are several team roles, including: Team Admin, Team Leader, Team Creator, and Member.

TEAM ADMIN

As the Team Admin, the user can create new teams and view all teams in TeamBoard TimePlanner. Additionally, users will have full control over resource allocation within teams and can access team data.

TEAM LEADER Default

As a Team Leader, you can see all the teams you belong to. By default, you are given full permissions to manage key areas of team operations.

1. Worklogs & Schedules

• View and Manage Team Worklogs: Track and update your team’s logged work hours.

• View and Manage Team Schedules: Monitor and adjust team schedules as needed.

2. Manage Team Members’ Settings: Update important details for each member, including:

• Holidays & Capacity: Set holiday schedules and define availability to ensure proper coverage.

• Default Approvers: Assign approvers for timesheets and leave requests to keep workflows smooth.

• Leave Balances: Monitor taken and remaining leave days for each team member.

TEAM CREATOR

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 a member role can only see the teams where they are included and can not create new teams or access other team schedule boards.

Accessing Team Permissions

Team permissions are managed from the Permission Settings of each Team Workspace.

1. Go to Teams from the left-hand menu.

2. Select the team you want to manage to open the Team Workspace.

3. Click Permission settings in the upper-right corner.

From here, you can review roles, assign members, create custom roles, and manage permissions.

Permissions Overview

The following categories explain what each permission allows and how it affects team management:

Creating a Custom Role

Create a custom role when members need a specific combination of permissions that is not covered by the default roles.

1. From the Team Permission page, click in the upper-right corner.

2. A new role column appears. Enter the role name at the top of the column.

3. In the Users section, click the Add user icon and select the members you want to assign to the role.

4. Select the permissions you want to grant by checking the corresponding boxes under:

   • Worklogs

   • Schedules

   • Team

5. Click to create the role and apply the selected permissions.

The new role is added to the permission table, where you can review its assigned users and permissions.

Deleting a Custom Role

You can delete a custom role that is no longer needed.

1. From Permission settings, locate the custom role you want to remove.

2. Click the Delete icon in the upper-right corner of the role column.

3. Confirm the action to delete the role.