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Who is a Team Lead, how do I create a Team Lead User ID for Time Tracker?

Last Updated: Sep 10, 2019 11:33PM PDT
Team Lead is a User who is able to Clock-In/Out and Check-In/Out for themselves and for their Team Members from one Device at a time


More details on creating the Team Lead User ID
  • Log in to Salesforce as Admin User
  • Go to the TT Users Tab
  • Click the New button
  • Enter Time Tracker User details like Employee ID, Name, etc., fields marked in Red are mandatory fields
  • Link the TT User Contact from Contact field
  • Assign Team, click here to know more about creating Dftly Teams and here for assigning Team to Team Lead
  • On the "Clock in multiple users" field select "Team" from the list
  • Set user type as Team
  • Save the page

Now the Team Lead ID is created and when the Team Lead logs in his/her ID, s/he can see all their Team members name and are able to Clock In/Out and Check-In/Out for Job/Travel for themselves along with their Team Members.







 

Contact Us

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