If you are a team lead, supervisor or manager, you need to have access to everything anyone on your team has access to, and you need to be able to aggregate all that information. You may want to explore the following areas.
Adding a resource
Supervisors and managers may be in charge of setting up user accounts for resources on their team. Learn how to add a resource to Autotask when someone new joins your team.
Viewing in/out status for remote resources
Wondering if a team member is in or out of the office when working remotely? The In/Out Status Board lets you see the current status of all your team members and provides a complete in/out history for each resource.
Managing submitted timesheets
If you're a timesheet approver, you'll want to know how to approve or reject timesheets submitted to you.
Managing submitted expense reports
If you're an expense report approver, you'll want to know how to approve or reject expense reports submitted to you.
Knowledge Base and Documentation Management
Use the Autotask Knowledge Base to build your own company-specific knowledge base by collecting and organizing your company's knowledge and disseminating it to your resources. And if you're using the Client Portal, you can share articles in your Autotask Knowledge Base with your Client Portal customers.
Daily alerts
When the daily alerts feature is enabled, your Autotask instance is checked once every 24 hours to assess these routine activities. When it appears that one or more of these activities have been idle for too long, or if a status indicates a potential problem, an alert is created. Find out more in this topic.
Manage a departing resource
When a resource leaves your company, there are steps you can take to make sure that their remaining work is taken care of. Learn what to do before you inactivate their record.
