Setting up your account in TeamBridge is simple. In this section we will cover some basics from logging in to changing access permissions.

Policies

Basic Business Settings

In the Business Settings page you can name the account, add brand images, and select a brand color. You can also select the pay periods that will auto-populate in your Paysheets widget.

Creating Users

TeamBridge does things a little more differently when it comes to user management in order to make it easier for you to manage teams of all sizes. Any team member in your user list will be able to login using the contact info associated with them in the User Data Source, but you will have control over when the invite is sent out to notify them.

Setting Up Permissions

On the Settings/Permissions page you will find a list of your Access Groups and Admin users.

Access Groups

Access groups are an easy way to set up new users with exactly the access and permissions you want them to have for their daily workflow. Inside of an access group you will find some basic settings followed by the page, collection and feature access sections.

By default, two access groups are created which cannot be removed. The first, Admin is the level that account owners are given by default, with access to all data and permission to modify or change anything. The second group is Employee, you can rename this access group but you cannot delete it. All users who are not explicitly put into another access group will, by default, be added to this group. Depending on your account type you will be able to create one or more custom access groups.

Page Access

This lets you define what sections and pages the team member has access to. For example if you want your general team to have access to the employee handbook, but only admins and book-keepers to have access to the payroll sections and reports, you can easily do that here.

Data Access

Data access lets you define what data your different team members can edit. For example, in some cases you may want certain employees to be able top edit their clock-in and clock-out times. You can give them access to the shifts data here and mark the Clock-in/out column as editable for the user group. All updates will show in the activity history.

Feature Access

Feature access lets you define what features are activated for your team members. In this section you will find things such as time clock settings and other high level features that you can configure for specific user groups

Policies

Like many things in TeamBridge, policies are flexible to allow you to create all the policies you might want for your diverse organization. In this section (Settings/Policies) you can configure the policies for your team members, and locations for Overtime, Breaks and Time Offs.

Overtime

Like other policies, in the overtime section you will be able to create and name a policy, and then define the rules of that policy. Policies can then be assigned to the the appropriate user or location respectively.

Breaks

In the breaks section you can define as many policies as you'd like, setting the break name, the duration, if it is paid or unpaid and how often that break is owed to the employee based on the length of the shift.

Time Offs

TeamBridge's flexible time off policy allows you to create as many time off policies within your organization as you'd like. First define the different types of time off you will be tracking, then create a policy and add the time off times to that policy. Within each time off time added you can choose to track accrual as well by turning on the accrual toggle in each row item.