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How to Add and Manage Groups, Crews, and Their Managers

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Rich Text Description

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
 

 

 

How To Add a Group/Crew

On a computer:

  1. Go to My Team.
  2. Click Groups and Managers > Add Group.
  3. Enter a group name, and click Save.
 

How to Delete a Group/Crew
  1. Go to My Team.
  2. Click Groups and Managers.
  3. To the right of a crew name, click the trashcan icon () > OK to confirm.
 

How to Rename a Group/Crew
  1. Go to My Team.
  2. Click Groups and Managers.
  3. To the right of a crew name, click the pencil icon ().
  4. Enter the new name, and click Save.
 

How to Assign or Unassign a Team Member to a Group/Crew
  1. Go to My Team.
  2. To the right of the team member's name, click the pencil icon ().
  3. Do one of the following:
    • To assign: From the Group drop-down, select a crew, and click Save.
    • To unassign: From the Group drop-down, select None, and click Save.
 

How to Add a Group/Crew Manager
  1. Go to My Team.
  2. Click Groups and Managers.
  3. To the right of the crew name, click MANAGERS.
  4. Enter the manager's name, and click Add.
 

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