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Tooba-Shahzad
Level 1

i have many user in qbt i want to give access to team leader view access which they see their team member in which client they are working

 
Solved
Best answer 4 weeks ago

Best Answers
Rusimyhr
QuickBooks Team

i have many user in qbt i want to give access to team leader view access which they see their team member in which client they are working

To give your team leaders visibility into their specific team members' activities without full admin access, you can use Groups paired with a Custom role, Shahzad.

 

First, you need to group the employees who belong to a specific team leader. Here's how:

 

  1. Navigate to the My Team menu and select Groups and Managers.
  2. Click Add Group and enter a name.
  3. Under the My Team tab, select and assign the specific employees to that group. image.png
  4. Select Save.

 

Once done, designate the team leader as the person in charge of that group:

 

  1.  Click the Groups and Managers tab under the My Teams menu.
  2. Select your newly created group by clicking MANAGERS.
  3. Then add your team leader.

image.png

 

To ensure they have view access to see who is working on which client, you need to adjust their individual permissions:

 

  1. Navigate to the My Team menu and select the Team Leader’s name.
  2. Click Edit and go to the Permissions tab.
  3. Change their Role to Custom and ensure that Manage team members and groups is checked.
  4. Click Save.

image.png

 

Once configured, your team leaders can now use the Who's Working window, which automatically filters to show only their group members, including which client/job they're working on and GPS location.


Should you have further questions or need assistance, let us know in the comments below.

View solution in original post

2 Comments 2
Rusimyhr
QuickBooks Team

i have many user in qbt i want to give access to team leader view access which they see their team member in which client they are working

To give your team leaders visibility into their specific team members' activities without full admin access, you can use Groups paired with a Custom role, Shahzad.

 

First, you need to group the employees who belong to a specific team leader. Here's how:

 

  1. Navigate to the My Team menu and select Groups and Managers.
  2. Click Add Group and enter a name.
  3. Under the My Team tab, select and assign the specific employees to that group. image.png
  4. Select Save.

 

Once done, designate the team leader as the person in charge of that group:

 

  1.  Click the Groups and Managers tab under the My Teams menu.
  2. Select your newly created group by clicking MANAGERS.
  3. Then add your team leader.

image.png

 

To ensure they have view access to see who is working on which client, you need to adjust their individual permissions:

 

  1. Navigate to the My Team menu and select the Team Leader’s name.
  2. Click Edit and go to the Permissions tab.
  3. Change their Role to Custom and ensure that Manage team members and groups is checked.
  4. Click Save.

image.png

 

Once configured, your team leaders can now use the Who's Working window, which automatically filters to show only their group members, including which client/job they're working on and GPS location.


Should you have further questions or need assistance, let us know in the comments below.

Mirriam_M
QuickBooks Team

i have many user in qbt i want to give access to team leader view access which they see their team member in which client they are working

Hi Shahzad,

 

I just wanted to check if the solutions we provided helped you set up those permissions correctly. Please let us know if the Team Leaders can now see which clients their teams are working on, or if you’re still experiencing any issues.

 

We’ll be glad to assist further if needed.

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