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Intuit
3 helpful votes

Add and manage groups, crews, and their managers in TSheets

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 TSheets 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

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

Delete a group/crew

  1. Go to My Team.
  2. Select Groups and Managers.
  3. To the right of a crew name, select the trashcan icon (), then OK to confirm.

Rename a group/crew

  1. Go to My Team.
  2. Select Groups and Managers.
  3. To the right of a crew name, select the pencil icon (pencil icon).
  4. Enter the new name, and select Save.

Assign and unassign a team member to a group/crew

  1. Go to My Team.
  2. Select a team member.
  3. 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

  1. Go to My Team.
  2. Select Groups and Managers.
  3. To the right of the crew name, select MANAGERS.
  4. Enter the manager's name, and select Add.

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