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How to view team balances without Insight

Can I please check if there is any way for a manager to see their teams remaining balance, if they don't have access to Insights?

J
Written by Joshua Shooter
Updated over a month ago

This is possible via the Team Balances screen.

  1. Open the WFM Dashboard

  2. Click Team Balances from the left panel. This will give an overview of all balances assigned to all team members the manager has access to.

  3. To drill down click the 3 dots on any balance.

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