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Add and manage groups and managers in QuickBooks Time

by Intuit Updated 4 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:

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

  1. Go to My Team.
  2. Select Groups and Managers, then Add Group.
  3. Enter a group name, and select Save.


Rename a group

  1. Go to My Team.
  2. Select Groups and Managers.
  3. Next to the group name, select the edit icon.
  4. Enter the name, and select Save.


Delete a group

  1. Go to My Team.
  2. Select Groups and Managers.
  3. Next to the group name, select the delete icon Trash can, then OK.


Assign and unassign a team member to a group

  1. Go to My Team.
  2. Select a team member and select Edit from the ellipsis ⋮ icon.
  3. 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

  1. Go to My Team.
  2. Select Groups and Managers.
  3. Find the group and select Managers
  4. 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.
  5. 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:

  1. In your Workforce app, go to More, then Crew.
  2. 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:

  1. In your Workforce app, go to More, then Settings.
  2. Select General, then turn on Show Admin Crew.

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