Team and roles
Invite your colleagues, organize the team into sub-teams, choose each person's role and track the workload.
The Équipe (Team) page gathers the members of your workspace. It has several tabs:
- Membres (Members): the list of people, with their job title and role;
- Équipes (Teams): the sub-teams (SEO, Ads, Dev…), each with its color and its lead;
- Charge (Workload): the hours assigned to each person against their capacity, over 6 weeks;
- Manager: to plan the week for members of your team (only visible if your role allows it).
Invite a member
Klickbee Projet works by invitation: nobody can create an account without a link.
In Équipe, click Inviter (Invite).
Under Inviter par email (Invite by email), enter the person's address, then click Créer le lien (Create the link).
If email sending is configured, the invitation goes out directly. Otherwise, the link is copied: send it yourself (Copier le lien, Copy the link).
The link is valid for 7 days. The person joins with the Membre (Member) role. Invitations not yet accepted are listed under Invitations en attente (Pending invitations), with Copier le lien and Révoquer (Revoke).
Roles
Each member has a role in the workspace:
| Role | What they can do |
|---|---|
| Propriétaire (Owner) | Everything. |
| Admin | Create, edit and delete projects and templates; assign and edit tasks; manage the team and invitations; build the team with AI; plan other people's weeks; delete tickets, features and updates. |
| Membre (Member) | Edit projects and tasks, create and move tickets forward, manage updates and features, fill in the client sheet. |
| Invité (Guest) | View, without changing anything. |
The same rules apply when a member uses Claude through the MCP server: the assistant acts with the role of the signed-in person.
Change a member's role
In a member's row menu, Changer de rôle (Change role) moves them to the next role: Propriétaire → Admin → Membre → Invité. Click as many times as needed. Only Admins and the Owner can change roles.
The same menu offers Modifier le poste (Edit job title) and Retirer (Remove — remove the person from the workspace).
Teams
In the Équipes tab, Nouvelle équipe (New team) creates a sub-team: a name, a color, members, and a lead (Définir lead, Set lead). A team's lead gets access to the Manager tab to plan their members' week and move their tasks forward.
Générer avec l'IA (Generate with AI — "Composer l'équipe avec l'IA", Build the team with AI) suggests a team structure based on everyone's job titles. Fusionner les doublons (Merge duplicates) merges members who appear twice.
Workload
The Charge tab compares, week by week, the hours assigned to each member with their capacity (40 h per week by default):
- Sous-charge (Underloaded): less than 85% of capacity;
- Proche limite (Near limit): from 85% to 100%;
- Surcharge (Overloaded): above capacity.
Hours come from task estimates (1 day = 8 hours). Accurate estimates make the workload reliable: see Durations.