Manage team member settings and permissions in QuickBooks Time

Learn about team members settings and permissions in QuickBooks Time.

In QuickBooks Time, permissions can be managed both company-wide and at an individual team member level. The following can be managed in the individual team member settings: 

• General
• Permissions
• Customers
• Custom Fields
• Time Off
• Overtime
• Location
• Notifications

Access and adjust team member settings

Note: Only account administrators and managers can modify team member permissions. When a team member is assigned with a manager role, they can only adjust permissions for their specific group or crew.

1. Go to My Team, and select a team member.
2. Select the permission you want to update. The following are the permissions you can manage at the individual team members settings:
   • General: Name, access, kiosk PIN (4 numeric digits), time zone, pay info (visible to admins only), group assignment, and contact info.
   • Permissions: User type and what a team member can see and manage. 
   • Customers: Assign or unassign parent and child customers that a team member can clock in or out of. 
   • Custom Fields: Select the link under Items to assign specific items in each custom field. If a team member is assigned a required custom field but has no items assigned (0 items), they will be unable to clock out or edit timesheets that include that custom field.
   • Time Off: Types of time off that a team member can submit. To set up unique time off accruals for a team member, select the link under Accruals, make the desired edits, and select Apply.
   • Overtime: Settings that determine overtime calculations. 
   • Location: Requirement that GPS must be turned on for the team member to clock in. 
   • Notifications: Clock in and clock out reminders, and notification methods.
3. Select Save. 

Permissions Levels

Default user types

There are four default user types that determine permission levels.

Detailed permission levels