01
Admin
Open Team management
Open the hamburger menu and select Team management. Tap plus to create a team, or open an existing row to edit it.
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Create and manage a team
Create a team, assign members and projects, and grant team leads only the permissions they need.
02
Admin
Name the team and select members
Enter a name and an optional description. In Members, select the workers who belong to the team.
03
Admin
Assign projects
In Assigned projects, enable the projects where the team will work. Selected active members are assigned to those projects.
04
Admin
Choose team leads
A team can have more than one lead. Enable Team lead for the relevant people and optionally mark one as the primary lead, then save the team.
05
Admin
Configure lead permissions
Open Member management from the hamburger menu, tap the gear for the lead, and choose whether they can view team attendance, copy their attendance, manage live attendance, handle quality issues, or add project photos.
