Access

Set up Team Lead access

Choose who the Team Lead leads, then give only the operational and financial access that person needs.

Who this is for: Company owners, Administrators
Where you work: Company

On this page

Team Lead access has two parts

Choose the people. Choose the permissions.

Who

People on the team

Choose the team and Contractors the Team Lead is responsible for.

Current-working visibility

Every Team Lead for the team can see who is currently working.

What

Permissions for those people

Choose additional review or financial abilities only where needed.

Financial choices stay explicit

Rates, compensation, invoices, amounts owed, expenses, and payment information are not added just by becoming a Team Lead.

Read diagram explanation

Team assignment identifies the Contractors a Team Lead is responsible for. Team Leads can see who is currently working on their team. Additional actions and financial information depend on the permissions you choose.

Check what each person can see and do before sharing financial information.

First, choose the team and people the Team Lead is responsible for. Second, choose what the Team Lead can see and do for those people.

Every Team Lead can see who is currently working on the assigned team. Other abilities are separate choices.

Set up the Team Lead

Open Settings, then Teams.
Choose the team.
Make the person a Team Lead for that team.
Review each Contractor listed for the team.
Choose the Permissions this Team Lead needs for each person.
Save permissions.

Financial information stays private

Being a Team Lead does not automatically include rates, compensation, invoices, amounts owed, expenses, or payment information. Give financial access only when the role genuinely requires it.

Advanced access

Use Advanced access only when the simplified Team Lead choices do not describe the required access. Advanced access should not be the default setup path.