A ThymeBase Team is how you collaborate with others on events. In this post, we’ll go over the basics of setting up a ThymeBase Team and adding team members.
But let’s start at the beginning.
Why set up a Team?
When you set up your team, you can start inviting team members to collaborate on events. As we build more features, Teams will have more options like preferred vendor lists and more.
See, one of the cool things about Teams is that if you work with other independent planners, they can work with multiple Teams and manage their own events all in the same dashboard.
When you remove a team member, any events you’ve assigned them are instantly removed from their dashboard.
But let’s take it step by step.
How To Set Up Your Team
Step 1: Navigate to the Teams section and click Manage
This screen is where you’ll see all the Teams you belong to, including your own. If you partner with other Teams, then you’ll see them here too.
Step 3: Add Your Team Name
The name defaults to your email address, but it’s easily changeable. Just click on the pencil icon and write your company or team name.
That’s it. Your Team is set up. Now you’re totally ready to build your team.
Building Your Team in ThymeBase
Once you’ve set up your ThymeBase Team, you can add team members. It’s easy.
Step 1: Click The “Add Team Member” Button
Just click the “add team member” button.
Step 2: Enter The Team Member’s Email
Next, you’ll invite your collaborator to join your team. Just type in their email address, then select any events you’d like to partner with them on.
If you’re not sure about which events you’d like to the new team member to, no worries. You don’t have to choose now. You can always change that later.
When you’re done, click next to confirm.
Step 3: Confirm Your Invite
Then, the new team member will get an email invitation. When they accept your invitation, they’ll see the assigned events in their dashboard. They’ll be able to create new events under your ThymeBase Team, edit tasks and work on timelines with you.
Editing A Team Member’s Event Access
At any time you can change the team member’s access in your ThymeBase Team area. Expand the team member’s contact details and click “manage events.”
Any events you add to or remove from a team member will immediately reflect in their account’s dashboard. Pretty cool, right?
Team Member Permissions
ThymeBase has three permission types. Any actions they take will reflect in the activity feed (coming soon), so you’ll always have oversight.
Team members are your colleagues. They have pretty much full permission to create events, edit tasks, and edit timelines.
Vendors are added the same way you add team members.
Clients are free to add once you’re on a Pro account. They only have access through the client portal. All they can do is comment, or change the status of tasks like marking a task as done. They have no editing ability.
If you have any questions about ThymeBase Teams or anything else at all, get in touch.