Jobs > Managing Team Members on a Job

In WorkBook, you are able to restrict the people who can access and add time to jobs, based on the Team that has been assigned. Depending on your setup, you will be prompted to select a team at job opening or a default team will be set automatically in the background.

This article walks you through how to manage a team or individual team members on a job.

VIEWING & EDITING THE EMPLOYEES ADDED TO THE JOB TEAM

• Navigate to the Jobs module > select the job you intend to manage > click on the Job Properties sidebar > Proceed to the Job Team section.

Open

• Go to open resource folder > and assign employees need for the job by clicking on the +. You can assign an employee to the job only if the employee has access* to the job

*access controlled through company or client access rights

Open

CHANGING THE JOB TEAM

• If you wish to change the team completely, click on change team > select the new job team from the dropdown list > click OK

REMOVING EMPLOYEES FROM A JOB

• To remove individual employee(s) > select the name of the employee > click remove selected resources.

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