Add and manage groups and managers in QuickBooks Time

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

1. In QuickBooks Time, go to My Team.
2. Select Groups and Managers, then + Add Group.
3. Enter a group name, and select Save.

Rename a group

1. In QuickBooks Time, 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.
5. Once you're done, select Close.

Delete a group

1. In QuickBooks Time, go to My Team.
2. Select Groups and Managers.
3. Next to the group name, select the delete icon , then OK.
4. Once you're done, select Close.

Assign and unassign a team member to a group

1. In QuickBooks Time, 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. In QuickBooks Time, 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, select + Add, then select Close.
   Note: To remove a manager, select the remove this manager icon next to the manager, then select Close.
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.