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Add and manage groups and managers in QuickBooks Time
by Intuit• Updated 9 months ago
Learn how to add and manage groups and managers in QuickBooks Time.
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. Admins can assign a team member to be the manager of a select set of team members (a group).
In this article, you'll learn how to:
- Understand manager permissions
- Add a group
- Rename a group
- Delete a group
- Assign and unassign a team member to a group
- Assign a manager to a group
- View crew members on QuickBooks Workforce
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’ll have managerial permissions over themselves.
- Managers of a group will have a Crew option in their QuickBooks Workforce to manage their group on the go.
Manager permissions
Managers are assigned these permissions for the team members in their group:
- Manage user accounts
- Manage timesheets
- Approve timesheets
- Manage schedules
- Run reports
Add a group
On a computer
- Go to My Team.
- Select Groups and Managers, then Add Group.
- Enter a group name, and select Save.
Rename a group
- Go to My Team.
- Select Groups and Managers.
- Next to the group name, select the edit ✎ icon.
- Enter the name, and select Save.
Delete a group
- Go to My Team.
- Select Groups and Managers.
- Next to the group name, select the delete icon , then OK.
Assign and unassign a team member to a group
- Go to My Team.
- Select a team member and select Edit from the ellipsis ⋮ icon.
- Do one of the following:
- To assign: From the Group dropdown, select a group, then Save.
- To unassign: From the Group dropdown, select (no group), then Save.
Assign a manager to a group
- Go to My Team.
- Select Groups and Managers.
- Find the group and select Managers.
- Search for and select the team member who will manage the group, then select +Add.
Note: To remove a manager, select the Remove this manager icon next to the manager. - Once you're done, select Close.
View crew members on QuickBooks Workforce
In your Workforce app, the group feature is called "crew".
Check to see if you have the crew feature:
- In your Workforce app, go to More, then Crew.
- If you don't see that, your account admin may need to set up a group and assign you as a manager. Please see the section Add a group and Assign a manager to a group.
To access the crew feature as an admin:
- In your Workforce app, go to More, then Settings.
- Select General, then turn on Show Admin Crew.
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