Member GroupsPro
Create permission groups to manage access for multiple team members at once.
Overview
Groups let you assign permissions to multiple members at once. Instead of setting permissions individually for each person, create a group like "Contractors" or "Project Leads", add members to it, and assign permissions to the group. When you add a new contractor, just add them to the Contractors group and they automatically get the right permissions.
Team Feature
Groups vs Roles
TeeckIn has both roles (Member, Admin, Owner) and groups. Here's the difference:
Roles
- Everyone has exactly one role
- Roles are hierarchical (Owner > Admin > Member)
- Roles set the baseline permissions
- Cannot be customized
Groups
- Members can be in multiple groups
- Groups are additive (grant extra permissions)
- Groups add permissions on top of role
- Fully customizable
Tip
Creating a Group
- 1Open Settings → Team & access → Groups & permissions
- 2Click New Group
- 3Enter a name (e.g., "Project Leads")
- 4Choose a color for easy identification
- 5Optionally add a description
- 6Click Create
Adding Members to a Group
- 1Click on the group to expand it
- 2Click Add next to Members
- 3Select a team member from the dropdown
- 4Click Add
Members immediately receive any permissions assigned to the group. You can add the same member to multiple groups.
Assigning Permissions to a Group
- 1Click on the group to expand it
- 2Click Manage next to Group Permissions
- 3Click Add Permission
- 4Select the permission from the dropdown
- 5Click Add
All members of the group immediately receive the permission.
Available Permissions
Permissions you can assign to groups:
| Permission | Allows |
|---|---|
| View Topics | See all topics in the billing entity |
| Manage Topics | Create, edit, and delete topics |
| View All Time Entries | See time entries from all team members |
| View Billing | See invoices and billing information |
| Manage Billing | Create and edit invoices |
| View Analytics | Access team analytics and reports |
| Invite Members | Send invitations to new team members |
| Remove Members | Remove members from the billing entity |
Example Group Setups
Contractors
External contractors who need limited access
Project Leads
Team members who manage projects and need visibility
Finance Team
Members who handle invoicing and billing
Removing Members from a Group
- 1Click on the group to expand it
- 2Find the member in the list
- 3Click the X button next to their name
The member immediately loses any permissions that were granted by that group (unless they have the same permissions from another group or their role).
Deleting a Group
- 1Click the trash icon on the group card
- 2Confirm the deletion
Warning