Group staff into teams, and set what each team can see.

Organise fee earners into teams, put someone in charge of each one, and set what the rest of the team can see beyond their own work.

1. 01

   Start from Admin, Members

   Every person in the firm, their role, and their default rate. This is also where you invite someone new before adding them to a team.

   Admin > Members

   Jane Smith$420/hr

   Priya Sharma$340/hr
2. 02

   Group them into a team with a leader

   Switch to the Teams tab and build a team from the members you already have, and give it a leader.

   Property Team

   Jane Smith (leader)

   MemberPriya Sharma
3. 03

   Set what team members can see

   Whether members can enter time on behalf of other staff, view all staff time entries, or view every company task. Without any of those turned on, a member sees the tasks assigned to their own team.

   Team permissions

   Allow members to enter time on behalf of other staff

   Allow members to view all staff's time entries

   Allow members to view all company tasks