Team Lead Role

FAQs and How-Tos Team management
1

Access rights and privileges associated with the Team Lead role.

Team Leads have the ability to view most data available in the workspace, including Reports (for all projects). However, their edit rights are much lower compared to Project Leads. Team Leads are admins with limited access.

A Team Lead can:

  • View Insights

  • View all Time Entries

  • View all Tags

  • View all Clients

  • View Projects, Project Users, Project User Groups

  • View all Tasks and Task Assignees

  • View Saved Reports

  • View Billable Rates

  • View Labor Costs

  • Access Reports

A Team Lead cannot:

  • View or edit workspace settings

  • Create, edit, or delete projects

  • Edit billable rates or labor costs

  • Create, edit, or delete clients

  • Set up and manage integrations

  • Import data

Assigning the Team Lead role:

Prerequisite: Activating the Team Lead role is only possible if “Who can create projects and clients” is set to “Admins”. The option is available in Workspace Settings.

  1. Click on the “Team” button in the menu-bar on the left side

  2. Click on the three-dotted control button to the right of a team member’s name

  3. Click on “Edit”

  4. Make sure that “Member” is selected for the Organization Access. The Team Lead role is disabled for Organization admins as they have full access to all workspaces.

  5. Click on the current selection under “workspaces/access” to open the drop-down

  6. Select “Limited access: team lead”

Assigning the Team Lead role in Toggl Track

The Team Lead role can be selected the same way also when inviting users to an Organization.