Teams & managers

Group people into teams and give managers visibility into their team's time.

A team groups people so a manager can see, edit, and approve their time — without giving that manager access to the whole workspace. Teams are what the "team" permission scope refers to.

Creating teams is admin-only

Create, rename, and staff teams from the Teams tab on the Team page — that part needs Manage members & invites. Assigning someone to a team uses the Team column on the Members list. Everyone else still sees the Teams tab, but read-only: the teams they're on or manage, with who's on them.

Create a team

Add a team

Name it on the Teams tab. Rename or delete it later (deleting keeps everyone's time — they just lose the team).

Add people

Assign each person to a team from the Team column on the Members list. A person belongs to one team.

Set managers

Add one or more managers to the team (anyone at Manager level or above). A crown marks people who manage teams.

What managing a team means

A team's managers can see, edit, and approve/lock that team's time — that's the "team" scope on their role. It's how you let a lead run their group without exposing everyone else's work or the workspace's finances.

A manager can also click into a person they manage on the Members list to see — read-only — that person's role, which clients and projects they can access, and which tabs they see. Changing any of that still needs an admin.

Roles & permissions

How the team scope fits into the wider permission model.

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