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How to Assign and Update Team Member Settings

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See also: How to add and manage team members

Use these steps to assign and update various settings to individual team members. To change settings company-wide, see About Company Settings

To access team member details, go to My Team, and click a name. You can adjust the following: 

  • General: Name, contact information, pay information (visible for admins only), and group assignment.
  • Permissions: User type and what a user can see and manage.
  • Jobs: Jobs or customers under which a user can clock in or out.
  • Time off codes: Types of time off that a user can submit.
  • Overtime: Settings that determine overtime calculations.
  • Mobile options: Requirement that GPS must be turned on for the user to clock in.
  • Notifications: Clock in/out reminders and notification method(s).

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