When you begin in VeryBusy, you become the owner of a workspace. Workspaces contain any projects you create. Workspaces also house paid members (i.e., people who can create projects within VeryBusy). There are two roles these members can have.
People invited to collaborate in projects do not automatically become Workspace Members. Workspace members are people who can create projects under a paid subscription. People who have been invited to participate in a project only have access to projects to which they have been invited.
Roles
Owners
The Workspace Owner is the primary account holder and has the highest level of control over a workspace. The Workspace Owner will always start as the person who created the workspace but can be transferred to any other workspace member. Best for: anyone who needs to control the billing and membership of a workspace.
They can:
create projects or be a Project Manager
manage billing, seats/members, and storage
access any project on the workspace
delete any project on the workspace
create collaborator groups
create label groups
Learn how to transfer a workspace here.
Member
A Workspace Member is a paid user with full access to the workspace. They can create and manage projects, manage users, assets and collaborate within their assigned projects. Best for: team members who need to be able to create projects
They can:
create projects or be a Project Manager
create collaborator groups
create label groups
view all projects within the workspace to which they have been invited
They cannot:
manage billing
cancel a subscription
delete a workspace
Setup
To find and manage your workspace:
Click your avatar or initials in the top-right corner.
Select Settings.
Click on your workspace from the left-hand menu.
By default, your workspace will be named "[Your First Name]'s Account." You can update the workspace name and upload a logo or picture by visiting the General tab.
To invite more workspace members:
Navigate to the Plan tab.
Ensure you have enough seats for any new workspace members
Click on the Members tab
Click Invite Member
To add storage to your workspace, navigate to the Plan tab.
Upgrading to a Paid Workspace
When you've decided that it's time to subscribe to VeryBusy, take the following steps to upgrade your account:
Click on your Avatar or initials at the top right of the platform
Click Settings
Click on the workspace you are subscribing
Click See Plans
See plans here.
Workspace Members vs. Project Collaborators
When you invite someone to collaborate in a project, they are not added to your workspace. Workspace membership is a special designation for people on your team who should have the ability to create and manage projects that count against your workspace storage.
Workspace members are paid users who can create and manage projects within your paid workspace.
Collaborators can only work on the specific projects to which they've been invited
