pinoyfert.blogg.se - Basecamp 3 permissions

The idea is that every service can have a technical component. We have a plan for hybrid solution but still need more information for optimal design. If you have technical resources involved, use your PSA. If you have a vCIO related project you should use Basecamp to manage it. We see Basecamp as a primary client-facing vCIO/Account Management application now. Can I integrate the Basecamp account with a PSA with Managed Services Platform? We do believe the new version has promise, and we'll make it an option for you to use in the near future. We are going to wait until these issues improve and then investigate further. There is no way to collaborate with clients (only send emails from the tool), and the main view is a bit confusing. However we feel that the essential benefit has been lost. Basecamp 3 is out why do we use Basecamp 2?īasecamp 3 is out, and has many new features. Your Team members will additionally be able to see all items hidden from clients.

Every to-do list, Discussion, Note, and Event which is not hidden from clients.

Your Clients and Team members are going to see: What my clients are going to see in Basecamp? If you want to be notified when someone completes a task you assigned, select the “Email me if someone completes a to-do I added to Basecamp” option. Now your team members, like your client, will get a Daily Digest about all the tasks you've completed, and Instant Notifications if they were assigned to the changed item. Go To “ME” at the top and choose “Your Basecamp Settings” to access the settings. You can change the email frequency or the scope of the notifications in Basecamp. The Daily Digest will contain all changes in the Workspace. Instant notifications will be sent if there is a change in to-dos, files, events, discussions, and notes to which you are assigned. There are two types of notifications in Basecamp. What types of notifications will my client and I get from Basecamp? In many cases you aren't importing all annual activities to a workspaces - for example, monthly or quarterly activities.

In the pop up you can select the basecamp workspace and also select the various cycles you want to import there. If you have created the contract, then clicking on the contract's cog will let you import items to the client's basecamp project. If you have an ongoing agreement with a client you might create a contract in the company section in the vCIO Workspaces module. You are able to import complete Contracts to the Basecamp Projects. You can access the Services from the vCIO Module - Service Bundle section or from the Business Building - Implement Services section.Ģ. In order to import the service delivery items into the Workspaces, go to the Implement Services module and then to the specific service. You are able to import individual services to Basecamp Projects. How can I import elements to the Basecamp Workspaces?Ĭurrently we have two ways to import elements to the Basecamp workspaces.ġ. In this case please bug us on the chat section and we'll fix you up.

If that's not the case there is a chance you don't have the proper permission.

If you see that you have no access to the project, make sure you're logged in to Basecamp with the same email address you go by in Managed Services Platform (some people have multiple Basecamp accounts).

If you are in Basecamp, the integration is working.

Create a new project in the vCIO Workspace section.

How can I test if the integration is working? After this setup the new team member can create projects independently in our toolkit.The CSM will grant the necessary privileges. Send this email address to your Customer Success Manager.This team member will automatically get a notification and Basecamp access will be created.Use the same email address for this team member as in the Managed Services Platform tool, and choose as Team Member.

At the top right of the screen invite the team member to the project. Go to an existing Basecamp project in Basecamp.The setup of a Basecamp integration for your team members can be done by your Customer Success Manager (CSM). It will affect only newly signed up users. Rest assured, all privileges you have for unlimited projects and unlimited users are grandfathered. We're changing the pricing model for the vCIO toolkit next year. You can create as many projects as needed.

Every MSP has fairly big storage space based on fair use. Your vCIO plan comes with access to the “vCIO Toolkit” Basecamp Account. We have a special Basecamp Account called “vCIO Toolkit” in which we can have unlimited MSPs and unlimited clients in our account. Basecamp account explained Is the Basecamp account part of my vCIO plan?