A group is a set of team members who share certain characteristics such as geographical location, job function, or who work on the same job or for the same customer. Some examples: West Coast and East Coast; HR, Engineering, and Sales; or customers: John Smith, Sally Michaels, Erik Lopez, etc. An administrator can assign a team member to be the manager of a select set of team members (a group).
Notes:
- Timesheet reports can include all team members or just the team members of a select group.
- Each team member can be a member of only one group. A manager can manage multiple groups.
- If a manager is also in the group they are managing, they will have managerial permissions over themselves.
- Managers of a group will have a "Crew" option in their QuickBooks Time mobile app to manage their group on the go.
Manager permissions:
The following permissions are automatically assigned to a user when they are set as a manager over a group:
- Manage user accounts for users in their group
- Manage timesheets for users in their group
- Approve timesheets for users in their group
- Run reports for the users in their group
- Manage schedules for the users in their group
Add a group/crew
On a computer
- Go to My Team.
- Select Groups and Managers, then Add Group.
- Enter a group name, and select Save.
Delete a group/crew
- Go to My Team.
- Select Groups and Managers.
- To the right of a crew name, select the trashcan icon (
), then OK to confirm.
Rename a group/crew
- Go to My Team.
- Select Groups and Managers.
- To the right of a crew name, select the pencil icon (
).
- Enter the new name, and select Save.
Assign and unassign a team member to a group/crew
- Go to My Team.
- Select a team member.
- Do one of the following:
- To assign: From the Group drop-down, select a crew, then Save.
- To unassign: From the Group drop-down, select None, then Save.
Add a group/crew member
- Go to My Team.
- Select Groups and Managers.
- To the right of the crew name, select MANAGERS.
- Enter the manager's name, and select Add.