How to View Your Team’s Plans
This article walks you through how, as a team manager (or admin who is assigned a Team) in QuotaPath, you can view your team’s plans.
Verify Your Role and Team Setup
First, make sure you are set to the correct user role in QuotaPath. Confirm you are a team manager (or admin) and that your teams have already been created on the Teams page.
Head to Members and search for yourself. Make sure your workspace role is set to Team Manager. If it is not set correctly, reach out to one of your Admins to get this set up.
Next, head over to the Teams page. You will see any team you are a part of. Click into any team to view your team members, as well as any manager associated with the team. This is also where you can view your permission sets as a Team Manager to see how the permissions break down. Click Learn More to view how each permission set is configured. If any team member is missing, reach out to one of your Admins to get that corrected.
View Your Team’s Plan
Once you have verified your role and team setup, head over to the Plans page. On this tab, you will see any plans that your team are assigned to. You can also head to My Plans to view your own plan.
Click into the plan your team is assigned to and you will see each assignee. You can click into any assignee to view their individual quotas and rates on any earnings components.
Scroll down to view the component configuration to understand how the earning rules are set up on any of the earnings components.
That is how you view your team’s plans in QuotaPath.