PEOPLE AND ROLES IN TEAMDECK
Guide to account types and roles
User Roles and Permissions
Teamdeck offers a range of user roles with varying levels of access and responsibilities within your organization. These roles determine the actions and functionalities available to each user. Below are the different user roles available:
The Team Member account is recommended for all individuals within your team. Team Members have access to the Teamdeck app and can perform various tasks based on their assigned roles. There are three roles within the Team Member category:
- The Owner role grants the highest level of access within the organization.
- Owners have privileges such as access to billing information, integrations, and general settings.
- This role is typically recommended for administrators, accounting, or higher management positions.
- By default, the person who creates the organization is assigned the Owner role.
- The Manager role is designed for individuals responsible for overseeing and managing other employees, such as project managers or team leaders.
- Managers have the ability to add and edit bookings, time entries, and project-related information for regular team members.
- They can also accept vacation requests, manage vacations and holidays, add new members to the organization, and create new projects.
- The Regular role is meant for employees who are actively booked on projects.
- Regular team members have their own dedicated dashboard where they can manage their availability, view upcoming assignments, and submit vacation requests.
- They can also utilize Teamdeck's time tracker to automatically record their work hours, eliminating the need for managers to manually fill out timesheets.
The Basic Resource is a user type without app access but is included in the schedule and timesheets. This role is commonly used for freelancers who do not require access to the Teamdeck app for tasks such as managing vacations. However, it can also be assigned to regular employees in cases where app access is not required.
By assigning the appropriate roles to individuals in your organization, you can ensure that each user has the necessary access and permissions to perform their designated tasks effectively.
To help you understand the various people and roles within Teamdeck, we have created an informative infographic that visually explains the different user roles and their corresponding permissions. This infographic provides a clear overview of the roles available in Teamdeck and their respective responsibilities.
By referring to this visual guide, you will gain a better understanding of how each role operates within Teamdeck and how they contribute to the overall functioning of your organization. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.
Changing User Roles in Teamdeck
As a manager or owner in Teamdeck, you can change the roles of team members within your organization. This allows you to modify their permissions and access levels based on their responsibilities. The process for changing user roles is outlined below:
- Accessing User Settings:
- Navigate to the "Settings" menu and select "People" from the options.
- Click on the desired team member whose role you wish to modify.
- Modifying User Roles:
- Once you have opened the Team Member settings section for the selected person, you can proceed with making role changes.
- If you are a manager, you can upgrade regular team members to managers or downgrade other managers to regular team members.
- If you are an owner, you have the authority to upgrade and downgrade all team members.
- Important Note for Sole Owners:
- If you are the sole owner of your organization, it is important to note that you cannot downgrade yourself directly.
- To proceed with downgrading your permissions, you must first upgrade another team member to the owner role.
- Once you have assigned a new owner, you can then proceed to downgrade your role.
Please remember that each organization must have at least one owner at all times to maintain proper administrative control. By following these steps, you can effectively manage and adjust user roles within Teamdeck to align with the changing needs of your organization. If you encounter any issues or require further assistance, our support team is available to help you.