Create a member
Members > List: Type in their name in the “Search or create a member” field at the top of the window. Click on “Create Member” or press the “Enter” key on your keyboard.
“Who” tab of the detail of the task : Enter its name in the « Search or create a member » field, then click on “Create …” or press the “Enter” key on your keyboard.
Project > « Settings » icon at the top right of the project window (below the user drop-down menu). You access the project’s settings. Go to the « Collaboration on project » section. Enter its name in the “Search or create a member” field, then click on “Create …” or press the “Enter” key on your keyboard.
Click on it to access the member’s profile. Only the First name/Last name is required. Other information is optional.
Invite a member to collaborate
The “Invite” button is available only when the email address of the member you want to invite is filled in.
When you invite a member, they receives a notification to the email address you have filled in. When the invitation is pending, the hexagon surrounding the contact’s initials appears dotted, then when the member has accepted your invitation, the hexagon is a solid line.
You can manage members without inviting them first and decide to invite them later.
Caution: to invite a member, your email must be confirmed. This action may have already been done during your registration by validating the confirmation email. If this is not the case, you can send back an email confirming your email address. To do so, go to your Profile: user drop-down menu > Profile, click on the “Send verification email” button.
Note: First Name/Last Name and Position information will be changed by the member’s actual data when the member confirms your invitation.
Create a resource
You can also create a member, not indicate an email address and not invite them, in the case where, for example, you need to integrate a resource into your organization without it necessarily being linked to a real Beesbusy account (and to a real person).
For example :
- A member can be a generic person (customer, supplier…) who does not necessarily have access to Beesbusy
- A member can be a person who does not yet have an account (for example a trainee who will arrive in the future)
- A member can be a meeting room, a company vehicle or a machine. By assigning the resource to certain tasks, you can view their availability
You can create as many members as you want.