Members
Reading time: 4 minutes
Last updated
Reading time: 4 minutes
Last updated
In short: Workplace members can contribute to company-wide initiatives using shared resources and may also join multiple Teams to focus on specific objectives. This way, each member can leverage their skills across multiple projects while staying aligned with the organization’s overall objectives. Additionally, roles can be assigned to enhance collaboration and ensure efficient teamwork.
In Timebook, members form the foundation of your organization, contributing to company-wide initiatives and shared resources. Timebook allows you to mirror your company’s structure by organizing members at the Workplace level.
Workplace Owners or Admins can assign roles to grant members specific privileges. Each member also has access to the Workplace-level modules and data to make sure everyone is aligned with the overall strategy.
A single email address can’t be used to join multiple Workplaces. If you want to collaborate with someone who already is a member of a different Workplace, you can do so by using the Partner feature instead of inviting them to your Workplace.
For more information, see Partners
Timebook provides a dedicated module for Owners or Admins to add new members to their Workplace. For more information, see Manage members
Only Workplace Owners and Admins have access to the [Manage members] module in [Workplace settings].
To invite a new Workplace member:
Click the dropdown next to your Workplace’s name in the top-left corner. From the menu, select [Workplace settings].
Go to the [Members] tab and click [Invite members].
Enter the email address of the person you want to invite and click [Add to list] to confirm.
Using the [Invitation list] below, define the user role of the invitee. You can add more people to the list if needed.
Once the list is complete, click [Send] to finish. The selected people will join your Workplace once they accept the invitation.
You can also use a shortcut to invite more people to your Workplace.
The [Invite more members to the Workplace] button is located in the lower part of the Navigator. Use it to initiate the process explained above.
In Timebook, members are vital to accomplishing specific objectives within each Team. They work together to manage tasks, share resources, and contribute to common goals. Team members can focus on their specialized projects while still having visibility into company-wide activities through the Workplace structure.
Team Owners or Admins can assign roles within each Team to give members the necessary privileges for effective collaboration. Members may also be part of multiple Teams, which helps leverage their skills across different areas, fostering a more versatile and collaborative work environment.
You can also invite members of other Timebook Workplaces to collaborate within your Team. We call them Partners, and by inviting them, you give them access to your Team’s resources and enable cross-Workplace collaboration.
For more information, see Partners
Timebook provides a dedicated module for Owners or Admins to add new members to their Team. For more information, see People settings in Team
To invite a new Team member:
In the Navigator, click the [Team settings] icon next to a Team’s name.
Open the [People] tab and click the [Add people] button at the top.
Select [Member] for people from the same Workplace. Use the [Partner] option to invite people from other Workplaces. For more details, see Partners
Start typing the person’s name and pick one of the matching results. You can also expand the dropdown list to see the complete list of Workplace members.
Define the selected person’s role. [Member] gets regular access rights within the Team, while [Admin] can also invite more people.
Repeat the steps above to add as many people as needed. Then press [Add] to confirm. The selected people now have access to the Team.
Only Team Owners and Admins have access to the [People] module in [Team settings].