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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:
Once done, designate the team leader as the person in charge of that group:
To ensure they have view access to see who is working on which client, you need to adjust their individual permissions:
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.
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:
Once done, designate the team leader as the person in charge of that group:
To ensure they have view access to see who is working on which client, you need to adjust their individual permissions:
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.
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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