buezli.app Help

Team and settings

Managers administer the team, project access and business settings. Members capture their work and see the projects assigned to them.

1

Invite users and assign roles

Under Team, invite users by email and set role, weekly capacity and contact details. Invitations use a secure link for account activation.

  • Owners and managers administer clients, projects, and billing; members work within their assignments.
  • Archive users who leave so historical time and documents remain intact.
2

Rates and project access

Each membership can have a default billable rate, cost rate, project assignments and project-manager assignments. Projects can manage the same relationships.

  • Weekly capacity is the basis for meaningful utilization.
  • Only assigned users can track time and expenses on a restricted project.
  • Marking a user as project manager automatically assigns them to the project. Removing the assignment also removes project-manager status. Workspace-wide permissions still follow the user’s role.
3

Invoicing and delivery defaults

Settings hold logo, sender, VAT number, currency, tax, payment terms, IBAN and default notes. Separate templates control email subject and message.

  • Document language and client currency can be overridden per client and again per document.
  • Client email leaves from notifications@buezli.app with your profile name and confirmed profile address selected by default. Add and confirm other sender names and reply-to addresses under Document delivery, then choose one before sending an invoice or estimate.
  • Adapt the email subject and delivery message to your tone using variables for workspace, client, contact, document number, amount and public link.
  • The Developer area and API access token management are temporarily available only to buezli.app platform administrators. The public API documentation continues to describe every published version.
  • The buezli.app subscription has a separate owner-only settings area for team seats, payment details, buezli.app invoices, and cancellation. Invoices you send to clients remain separate.