Organize your users in Groups for more efficient Team management and clear reports.
🌟 This feature is included in the PREMIUM Plan
Groups management
In Timeneye, you can organize your team by setting up Groups to mimic your company architecture.
In this way, when you run a report, you can have an overview of your team activity and the breakdown of each department and individual user.
Important: Only Owners and Admin can create new Groups.
Creating a new Group
You can create a Group from the Team management section of the workspace by clicking on the Group button in the top right corner and then Add New.
Choose the name and the color to associate with this Group and Save.
If this is the first group created in the workspace, it will not have any associated users or projects. Initially, all team members will belong to a group called "Users without group." You will need to assign them to their respective groups accordingly.
Important note: A user can belong to only one group at a time.
To edit a group and add users, hover over the group name and click the edit button, which is represented by a pencil icon.
Move to the Members tab and start adding team members to this Group.
Once confirmed, the selected individuals will appear in the Members tab, and you can also choose one or more Group Managers for this group.
If you want to link this specific group to a project, go to the Projects tab and add the desired project for this group to work on. The Group Manager will automatically become the Project Manager (PM) of those projects.
Group Managers
Group Managers (GMs) have the ability to create projects, perform management functions, and generate reports, but these actions are limited to the members of the groups they manage.
When a GM initiates a new project, the project team is automatically comprised of the individuals within their group, and the GM is designated as the Project Manager (PM) for that project. GMs can view revenue-related budgets; however, they do not have access to cost-related budgets.
Additionally, GMs can review and approve timesheets and expenses submitted by the members of their group.
You can assign one or more group managers for the group by clicking on the "Group" button located in the top right corner of the Team page. This will open a dialog box. If you have already created some groups, hover over the name of the group (not the team member) and you will notice a small pencil icon. Click on it to access the Members tab, where you can check the box next to the team member you would like to appoint as the Group manager.
👉 To learn more about roles and permissions in the Timeneye workspace, please read this article.