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Using Basecamp

Overview

Membee uses a program called Basecamp to manage your implementation.  With Basecamp you can 

  • See your list of to-do's
  • Upload/download documents and information
  • Send messages to your Membee Implementation Coordinator 

Table of Contents

Getting Started

Your To-Do List

Your Schedule

Docs & Files

 

Getting Started

Once you have spoken to your implementation coordinator, they will get you set up in Basecamp and send you an email like this invitation.png

All you need to do is click on the big green button.  This will take you to a screen where you can set up your access. 

When you log in you'll start on a screen like the one below.  

start_screen.png

Click on your project card listed under "Projects" to open your project.

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Your To-Do List

to_do_highlighted.png

This is the most important part of your project screen as it will be where you find the lists of things that you and your implementation coordinator will be working on to get you up and running in Membee.

We are able to provide implementation services for free and keep the cost of your subscription so low by keeping our processes and procedures as efficient as possible.

To do this we need your help! 

  1. This is where you will find your lists of to-dos
  2. There will be different lists for you to complete as you work through your project - your implementation coordinator will make each list available at the appropriate time :)
  3. To see the lists, click on the "To-dos" card
  4. To complete a to-do, simply click on the to-do, review the information and check the checkbox when completed
  5. If you have a question about the to-do, there is a spot to enter a comment.
    1. Simply scroll down and click in the "Add a comment or upload a file" box

      discussion_2.png

    2. This will open a screen where you can enter in your question or upload files.  

      discussion_3.png
    3. When you've entered what you need, simply click on "Add this comment"

  6. To make sure we can keep discussions grouped together it is extremely important that you post your comments/questions in the to-do related to what you need help with or are working on.
    1. Your implementation coordinator is generally working on 20 - 25 implementations in addition to yours
    2. By ensuring that you keep your comments/questions grouped under the appropriate to-do you are helping make sure that no questions are missed and the information needed by your implementation coordinator to help make sure Membee is setup correctly is easy to find.
    3. Adding comments or asking questions outside of the associated to-do will slow your implementation down as it will be much harder for your implementation coordinator to find the information needed.

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Your Schedule

schedule_highlighted.png

  1. This is where the schedule of the project will be set up
  2. Click on the card to go into the schedule to view the details
  3. Once viewing the details you can choose to add the schedule to your own calendar

    schedule2.png

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Docs & Files

docs_highlighted.png

  1. As your work through your project, this is where you'll find
    • Information about how to contact your implementation coordinator
    • How to access your copy of Membee
    • Information about your Membee subscription
  2. Simply click on the card and you'll be able to view, download and upload files

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