Manage People

Updated:

May 4, 2019

There are six aspects of managing people we will cover here:

  1. Inviting someone
  2. Editing people
  3. Setting permissions
  4. Deactivate and restoring people
  5. Giving access to projects
  6. Viewing data for people


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Inviting someone

You can add new users by pressing the add someone button.

Click the name to edit and the add button to invite someone.


When inviting someone, you can send them an email or a direct link for joining your workspace.

Invite by email or sharing a link.

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Editing people

You can make changes to users by clicking their label on the people page. Here, you can set the users name, title, permissions and more.

Editing a user.

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Setting permissions

In Busy, we have three roles with the following permissions:

User:

Log hours and see reports for their data.


Manager:

Log hours, see reports for all members in their team and edit projects and tags.


Admin:

Log hours, see reports for all users and make changes to all aspects of their workspace.

Choosing between User, Manager and Admin.

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Deactivate and restoring people

Deactivate a user by pressing the action button on the project page and selecting «Deactivate.»

Deactivating a user.

After deactivating an «Inactive» tag is visible. All inactive people will still be available in the reports, but they will be unable to log in to the workspace as their user is frozen. We will not charge you for inactive users in your workspace. To restore a user, press the action button again and select «Restore.»

Inactive indicator and restoring a user.

See inactive people by pressing the «See inactive people» label on the people page.

See inactive people.

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Giving access to projects

Assign people to a project for them to log time. You can do this on the project page. See our guide on how to manage projects.

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Viewing data for people

After people start logging time in your workspace, their data will be available in the reports. Here you can filter based on what people you want to see, select a time interval and more. See our guide for using the reports.

Filtering data for people in the reports.


You can also access their entries, week by week on the timeline. Do this by selecting a user from the people picker. See our guide for using the timeline.

Viewing other peoples timeline.

Resource Management

Oher relevant articles from our Knowledge Base

Manage Projects

In this article, we will cover how to create, edit and track time on projects that will be visible in the reports.

Explore

Manage Tags

In this article, we will cover how to create, edit and track time on tags that will be visible in the reports.

Explore

Manage Billing

In this article, we will cover what a limit applies to a solo plan, how to upgrade to a paid plan and managing billing.

Explore
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