Support Center

How do I assign Teams to Team Leads?

Last Updated: Jun 28, 2018 04:27AM PDT
You should be logged in as  Salesforce Admin User.
  • From your Salesforce Admin ID, create dftly Teams under the dftly Teams Tab, click here to know more about creating Teams. If you have already created dftly Time Tracker User records for your Team Leads, you can choose the Team Lead name at the same time when you create the Team. And you are done with assigning the Team Lead for the Team. If not, please follow the rest of the instructions in this article.
  • Create dftly Time Tracker Users, click here to know more about creating Time Tracker Users
  • Once you have created the Teams and the Time Tracker Users
  • Go to dftly Teams Tab
  • Click on Edit to assign Team to Team Lead
  • Search User using the search option next to Team Lead field
  • Select the name of the Team Lead User
  • Click on Save.
Now, the Team is assigned to the Team Lead, s/he will be able to see all their team members listed when they log in the Time Tracker Team application on their device.
 

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