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Members & contracts
Members & contracts
Role and contract are two separate things: the role says what someone may manage, the contract what they pay. New contracts, imports, plan changes and fixed desks live here.
How to
- Review and confirm new contractsNew contracts wait under New contracts until you confirm them. You can also let that happen automatically.AppWeb
- Invite a memberYou share the link to your space page. Whoever opens it creates their own account and picks a plan.AppWeb
- Import membersYou upload the list you already have, match columns and plans, and then invite the people on it. Whoever accepts the invitation gets the prepared contract, whatever email address they use.AppWeb
- Add members by handWithout a file, you add existing coworkers with name, email, plan and desk. Each person gets a personal invitation, just like an import.AppWeb
- Change a member's planA change applies on the 1st of a month. Backdating reaches the current month only, and only while no invoice exists for it.AppWeb
- Move or withdraw a contract before it beginsIf a contract has not begun and nothing runs beside it, you change its start or withdraw it entirely in the member's record.AppWeb
- End a membershipMembers cancel themselves to the end of the current month. As the operator you remove somebody from the space, and that takes effect at once.AppWeb
- Assign a fixed deskAn assignment blocks the desk for everybody else from a date. It hangs off the member, not off the contract.AppWeb
- Manage co-usersA member takes another person along on their contract, such as a company its employees. One base fee, one allowance, one invoice.AppWeb
- Handle withdrawalsWhen someone withdraws from a contract using “Withdraw from contract”, the declaration shows up under Withdrawals. There you link it, process it or reject it.AppWeb
- Answer messages from membersMembers write to you through a button in the app. You answer in the inbox, see the thing it is about, set the state, forward errors of the app to Selfdesk and write to members yourselves.AppWeb
- Write a group message to several membersWith a group message you write to all active members, everyone with credit left or everyone with an open application at once. It arrives by email and in the app; if someone replies, that becomes a separate conversation with you.AppWeb
When something does not work
- An import row is not importedThere are still bookings on the fixed desk named in the row. Only your explicit confirmation cancels them and writes the row.AppWeb
- The fixed desk was already takenThe contract stands regardless. Only the desk assignment is missing and has to be made by hand.AppWeb
- A removed member stays in the listThe contract ends yesterday, so the person moves to Past right away and no longer shows under Active.AppWeb
What applies
- Which contract appliesDuring a scheduled change two contracts sit side by side. The one that applies is the one covering the date in question.AppWeb
- Removing is not deletingYou end access and the contract. Invoices and bookings stay for eight years, and the name disappears only with anonymisation.AppWeb