Account
Team
Colleagues in the account, their access per project, their monthly budgets, and what stays the account's.
The team
The account is your company. The people who work in it are its team: your colleagues, each with their own sign-in. The owner sees everything; everyone else sees the projects they were given.
Clients are not on the team. They get their own sign-in under Clients and take no seat. See Clients.
Roles
| Role | What they can do |
|---|---|
| Owner | Opens and manages every project, and everything else on the account: people, sites, credit and invoices. No monthly budget. |
| Manage | On a project: everything of Edit, and also changes the site connection and deletes the project. |
| Edit | On a project: talks to Rekhu, and keeps the files and the knowledge. |
| View | On a project: reads the conversation. |
| No access | Does not see the project. |
Access is given per project, so one colleague can manage one site and only view another.
Add a colleague
- Open Team and press Add people.
- Give the name and e-mail. They get an invitation by e-mail, with a link that is valid for seven days.
- Give project access. Choose View, Edit or Manage for each project, or leave a project at no access.
- Set a monthly budget, if you want one.
- Send it. The person shows as invited until they accept.
If the invitation expired, open the person and press Resend invitation.
Note: your account may have a set number of seats. When all are taken, the Team page says so; remove someone, or ask us at hello@rekhu.com for more.
Change someone's access
- Open Team and select the person in the list.
- Change the access per project under Project access.
- Change the monthly budget, if needed. The page shows what they spent this month.
- Press Save access.
To take someone off the account, select them and press Remove from account. They can no longer sign in.
Monthly budgets
A budget is set in dollars per person per month. When a colleague has spent it, their chats stop until the next month or until you raise it. The owner has no budget. Their spend is paid from the account's credit, like everything else. See Credit and usage.
What belongs to whom
- The project is the account's. Its site, knowledge, skills, files and schedules stay when a person leaves.
- A chat is the person's. A chat is private to the person who opened it until they share it with the team.
- The owner sees what each person spent, and every question the account asked the Rekhu team.
Talking to each other
Under Messages you write to a colleague, to a client, or to the Rekhu team, and every answer stays in one thread. New messages arrive under the bell and by e-mail.
Next
- Clients: let the people you work for into their own project.
- Projects and chats: what each access level means inside a project.