People & Resources

Find out how to create and edit resources, invite people to your account and manage permissions.
Adding people and non-human resources
Please note: You need to have Manager or higher permissions to add people profiles and non-human resources. Contact an Administrator in your account i...
Editing people and non-human resources
To edit a person or non-human resource, click on their profile in the People &Resources section, hover over the fields and click those that you wish...
Archiving people and non-human resources
People and non-human resources can be archived when they are temporarily no longer needed and while archived they do not count towards the cost of you...
Deleting people and non-human resources
To permanently delete a person or resource, click on their profile in the People & Resources section, then the three dots in the right corner of the...
Inviting people into your account
People are happier and more productive when they can log in and start the day knowing exactly what they should be working on. Inviting people into you...
Setting permissions
Please note: The permissions section will only appear if you’re inviting a person to your account. You will need Administrator permissions in order to...
Resource availability
You can specify individual availability times for each resource in your account. Let's say you have a resource that's not available on Wednesday after...
Using Custom Fields: categorize resources by skills, department, location and more
Please note: You need to have Administrator permissions to manage custom fields. Please contact an Administrator in your account if you need increased...
Hide people who aren’t bookable
Do you have Project Managers (or other staff) who make bookings but aren’t actually bookable themselves? If so, here’s a handy tip—just untick Bookab...