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People / Your Dooster Account Members

Adding members / adjusting their settings

You can use Dooster on your own or in collaboration with others eg to organize teams working on a project together.

Other people you work with in Dooster will either be your Team Members - typically colleagues / members of staff - or Sharers - who have their own Dooster accounts and with whom you can share projects. (See more on Sharing projects below)..

To add either type of person you simply need their name and an email address.

Then give them a username. (The username is what they will be referred to in the dashboard etc)

You can add a new member while you are creating a task:

Or you can add a new person in the Project >> Member's screen.

The added person automatically gets an email with a special link.

Please note: the new member has to click on this special link in order to be accepted into the system.

What is "Add Existing Member" vs Add New Member"

An Existing Member is someone who has already been added in your Dooster account and is involved in other project(s). To bring them into a new or ongoing project use the "Add Existing Member" functions.

A New Member is someone who does not exist in your Dooster account yet. To add them use "Add a New Member".

Permissions

One of Dooster's strongest and most unique features is its strict access / permission levels.

In each project, every person can be set a varying permission level as to what they can or cannot see in that project.

The permission levels are

View only...Edit tasks... Add tasks...and Project Manager>

View only: means the team member can only see tasks that have been assigned to them. They cannot change those tasks at all. They can only see them.


Edit tasks: means the team member can both see the tasks that have been assigned to him/ her AND they can also make changes to them... and add comments.

Add tasks: This means the team member can now add new tasks and files to a project and can assign them to existing people in the project team.


Project Managers: can see everything in the project.... can add people... adjust their permissions... and can see every task and file.

Note how the permission levels can be varied for each project.

For example someone who is a Project Manager in Project A, might have View Only access in Project B - or be completely excluded from Project B.

Account Owners and Coordinators

The Dooster account owner has total control.

They can add and remove project managers and see everything across the entire account.

If there's too much to do they can delegate to one or more coordinators and also opt out of being notified about what's happening in each project

A coordinator has the same permission settings as the owner.

To create a coordinator go to: Dashboard >> All People >> and on the far right of the list of users names , next to the users picture, click the arrow.

User profiles

Clicking on your user name or anyone else's (assuming you have sufficient permissions) takes you to that user profile page which has the following sections:

Profile details - where you can edit the users details / password and so on. It also lists each project that user is involved in.

Tasks assigned to - This shows every task assigned to this user. You can sort each column by date / priority etc by clicking on the column title.

Project permissions - lists the various permission levels the user has across each project they are involved with - see image below

User history - shows everything that user has done over time

Changing User Profiles

The account owner (and coordinators) can change almost anything in the user profile – including the password.

However only the user can change the username, e-mail address, first and last name, time zone and date format.

To change these open your "Account settings" screen. Then see the "User settings" section.

TIP: The account owner / coordinator can change all the user details if they log in as the user

Sharing

What is sharing?

You can share projects with other Dooster account owners.

This means you both see the same project in your own Dooster account. Any change in one account will be reflected in the other instantly.

You will both have Project Manager level permissions.

Like any Project Manager, sharers can only see the projects they have access / permissions in. So your other projects are not visible to the other sharer(s).

Why share projects?

The advantages of sharing are that everyone can see all their stuff on the same screen, while sharing work with other Dooster account owners.

Typical scenarios for sharing a Dooster project would be when working with clients or suppliers - while a team member would usually be a member of staff.

Sharers vs Team members

One of the major benefits of using Dooster to collaborate with others is its strong permission restrictions.

While Project managers can see everything in their project, the Team Members have only restricted access. They can only see things the project manager wants them to see. (See permission levels)

Another major benefit Dooster gives you is the ability to see all your stuff in one place / on one screen. This is powerful for a number of reasons. For example you can see all your upcoming events coming towards you, like a conveyor belt. This allows you to plan things better and helps you feel more in control.

However, an issue arises when you collaborate work with someone who has their own Dooster account. There can be an argument about whose account should be used on the project.

If you agree to use their account you become one of their Team Members. The problem is you now have to check both accounts to see "all your stuff".

Sharing ends this problem.

By adding someone to the project as a project sharer you both see the same project in your own Dooster accounts. Any change in one account will show in the other account instantly. However your other projects are not visible to the other sharer(s).

How to share a project You invite someone to share a project in a similar way to adding a team member to a project. (ie while in the project Member's screen - or while creating a task) If the sharer is already know in your account then use Add Existing Member Add the name and email address and click on the option "Shares this project". The person will be sent an email telling them what to do.   How to stop sharing a project If you have shared a project with someone and want them to no longer have access to it: In the project members screen, there is a section Members sharing this project. Click on the Stop sharing link. This will remove the project from the sharers account. They will no longer see it. If someone has shared the project with you and you want to remove it from your account: You can delete the shared project. This removes it from your account but preserves it on the other persons account.

General points on sharing A project can be shared or "un-shared" at any time. Several accounts can share the same project.