Managing a Team Leaders access to Team Results

Managing a Team Leaders access to Team Results


You will need to have an Admin profile to access this section of Teamgage. If you can't see that section, speak to your Teamgage Admin or contact our Support Team (support@teamgage.com).

Grant a Leader access to Team Results

This outline how to grant a Manager/Team Leader access to view a specific Team’s Results and receive notifications and reminders to view those results.
  1. Login in Teamgage
  2. Select User from the left have side navigation
  3. Search for name or email of the specific user
  4. Tap Edit to open that user's Profile
  5. Click on the Reports Access tab
  6. Select the appropriate Team Name in the Report field.
    1. Tick the Will Receive Notifications checkbox, to enable the User to receive reminders to view the Results.
    2.  You will not need to tick any other checkbox.
  7.  Click Add.
  8. The page will refresh and will add the Team in the lower section of the page.



Assigning a Leader access to view additional Team Results

If a Manager or Team Leader already has access to view a single Team’s Results but now needs to view additional Team(s) Results.

1. Click on the Reports Access tab
2. The existing Team will already be displayed.
3. Select the additional Team in the Report field.
4. You will not need to tick any other checkbox.
5. Click Add.
6. The page will refresh and will add the additional Team in the lower section of the page.



Assigning a Team Leader access to view Parent Team and Child Team Results

If a Manager needs to view Team Results of Parent (Roll-up) AND Child (Individual) Team Results and receive notifications to view those Results.

1. Click on the Reports Access tab
2. Select the Parent Team to be viewed in the Report field.
3. Tick the Can Access Child Reports checkbox
4. Tick the Will Receive Notifications checkbox, to enable reminders to view the Results.
5. You will not need to tick any other checkbox.
6. Click Add.
7. The page will refresh and will add the Teams in the lower section of the page



Updating or Editing a Team Leader's Result Access

If a Manager was set up to View Team Results but does not receive notifications you may need to edit their access.

1. Click on the Reports Access tab
2. Under the Actions column, against the required Team Name, click on Edit Flags.
3. The selected Team will be highlighted yellow.
4. Tick the Will Receive Notifications checkbox
5. Click Update
6. The page will refresh and the change in settings will be reflected against the Team in the lower section of the page.



Removing a Team Leader's access to Team Results

If a User has changed roles and should no longer be able view the Team Results, you can easily remove their result access.

  1. Log into Teamgage
  2. Select Users from the side navigation
  3. Search from the particular user's name
  4. Click on the Reports Access tab (You see all the Teams that this user has "access to" listed in a table at the bottom of the page)
  5. Under the drop down arrow alongside the Edit button
  6. Click Delete
The page will refresh and will remove the Team from the table in the lower section of the page.

Note: Depending on how the user how been granted access you may need to delete for each team individually, or only for the Parent Team (Eg. the team at the top of the Org Structure).




Last updated 29th April 2021

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