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Access

Set up Team Lead access

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

Team Lead access has two parts

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

  1. Open Settings, then Teams.
  2. Choose the team.
  3. Make the person a Team Lead for that team.
  4. Review each Contractor listed for the team.
  5. Choose the Permissions this Team Lead needs for each person.
  6. 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.