Support Center

Can I add one Team Lead to another Team as a team member?

Last Updated: Feb 13, 2018 12:41AM PST
Sometimes, you may want to add a Team Lead of one team as a member of another team. You can do this in Time Tracker Team. To do this, you will need to temporarily remove the Team Lead from the Team to which s/he has been assigned to. You cannot do this on the mobile device. The changes must be made inside Salesforce. Here is what you need to do to add the Team Lead to another team: 
  • Login to Salesforce as a Systems Administrator
  • Click on the dftly Teams tab
  • Click Edit on the Team to which the Team Lead has been assigned and remove his/her name from the Team Lead field
  • Now click on the Time Tracker Users tab
  • Click Edit on the specific User whose Team assignment you want to change
  • In the Assign to Team field, select the team to which you want to assign the User to
  • Click on Save.
Now the User (Team Lead) is added as a Team Member to the Team that you selected. When Team Lead of that Team logs in to Time Tracker Team, s/he will be able to see the recently added User as a Team Member listed in the Clock in page.
 

Contact Us

1b945cee4ea0304b0140bf8c7eea223e@dftly.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete