Welcome!

Set up your company

• We help you setting up your company account. Either through reusing your testaccount or creating a new company account.
• We add the first user account. This account will be given the Company Owner role. 
• Add or Adjust General Company Information and Company Contact person under Settings in the upper right corner under your name. 
• Build the company structure by adding units and teams. Choose between building the complete structure for your organisation or building the first level and let the team managers create their sub-levels.

Follow these steps to update company information: 

1. Navigate to the menu in the upper right corner and choose Settings. 
2. In the left sidebar, click Company Information. 
3. Add your General Company and Company Contact information;
   • Company name.  
   • Organisation number.  
   • Name of Company contact person.
   • Address of the company. 
   • Postal code and City. 
   • Country. 
   • Email address to the contact person. 
   • Mobile number.
   • Phone number.

Click Save. 

Customise your selected modules

Bizz Planner:  

• Prepare your companies status & activity that you need to track and include in your planning.
  • Assignment status/ customer agreement status - e.g. written, open deal.
  • Consultant status - e.g. vacation, parental leave etc.
• Customise the Utilisation rate parameters to match your company's calculation model.

Bizz Profile:

• Use your own templates for the CV downloads. We help you upload it to your company account.

Bizz Subcontractor:

• Customise the text for the onboarding dialogue with subcontractors. 

Bizz Planner: 

When starting Bizz Planner, standard setups are available for activity types and how utilization rates are calculated. There is also an option to customize Planner to match your company's processes and calculation model.

Prepare your company's status & activity that you need to track and be included in planning, e.g., different assignment status/ customer agreement status - written, open deal, and different consultant status - vacation, parental leave, etc.

Follow these steps:

1. Navigate to the menu in the upper right corner and choose Settings.
2. In the left sidebar, click Bizz Planner settings.
3. Navigate to Activity types.
4. Click on the ”Add new activity type.”
5. Choose a color for the activity.
6. Choose an icon for the activity.
7. Fill in the name of the activity.
8. Click on ”Occupied” if you want the activity to be part of the calculation, or click on ”On leave” if you do not want it to be part of the calculation.

Press the Save button.

In the picture below, some frequently used activity types are shown.

Bizz Subcontractor

1. Navigate to the menu in the upper right corner and choose Settings. 
2. In the left sidebar, click on Bizz Subcontractor.
3. Customise your subcontractor invitations:
   • Add Information text.
   • Add Signup Success title.
   • Add Signup Success message.
   • Add Contact email.
   • Add Signature.
4. Customise invite form:
   1. By default, The form will have fields for the First name, last name, E-mail, LinkedIn link, and Professional title. 
   2. Under Custom, you can add include in addition to the essential parameters additional parameters such as "skills" and branch of industry. You can also select whether these have to be Optional or Required.
5. Customize e-mail content by changing the text in the email when you approve or deny subcontractors: 
   • Approval mail
     • Click on the eye to see the Approval text.
     • Click on the arrow to choose between default text or custom text. 
     • Click on Custom to add yours on Approval content. E-mail subject line, title (heading), and E-mail message.
   • Deny mail
     • Click on the eye to see the deny text.
     • Click on the arrow to choose between default text or custom text. 
     • Click on Custom to add yours on Approval content. E-mail subject line, title (heading), and E-mail message.
6. Navigate to Customisation. 
   • Add your logo. 

     • Maximum file size: 5MB. Acceptable file formats: (JPG, JPEG. PNG). The recommended format is landscape (2:1).

   • Add your company colors.
   • Add your Company slogan.
7. Navigate to Cover Image.
   • Add a Cover image.

Invite your team to work in Bizzcoo

• Company Owner invites Team Managers or employees to create their personal Bizzcoo account.

Bizz Profile: 

• The Company Owner or Team Manager invites users and consultants to create their personal Bizzcoo account. 
• Alt 1: The consultants create their profile with skills and experience etc. 
• Alt 2: The company gets all profiles migrated with help from Bizzcoo. Then the consultants check their profiles, add skills, etc. Contact support@bizzcoo.com for further questions. 

Bizz Profile ready to use!

Bizz Planner: 

The Company Owner or Team Manager;

• Adds the consultants' names and roles. 
• Adds current and future customers, with the customer contact person and your customer responsible.
• Adds the current and future activities e.g. assignments and status, for each consultant. 

Bizz Planner ready to use!

Bizz Profile + Bizz Planner:

• Do the steps under Bizz Profile, and then automatically, Bizz Planner will be populated with the consultants. 

Then the Company Owner or Team Manager;

• Adds current and future customers, with the customer contact person and your customer responsible. 
• Adds the current and future activities, e.g. assignments and status, for each consultant. 

Bizz Profile & Bizz Planner ready to use!

Bizz Sub Contractors: 

The Company Owner or Team Manager;

• Invite sub-consultants to a short form of qualification questions.
• Validate the sub-contractor. 
• The Accepted Sub-contractors get asked to complete their profile.

Bizz Sub Contractor is ready to use!

Follow these steps: 

1. Navigate to the upper right corner and click on your name.
2. Click on My Organization.​​
3. Click on the symbol + in the upper right corner.
   
   
   
   
   
4. Select the tab "Invite new employee" and 
   add;

1. Name.
2. E-mail.
3. Select Company/Unit
4. Select the user permission connected to this person. Read more about the different user permission here.
5. Invite by mail - For the invitation to be sent out by email, click the ”Send invitation email” checkbox. Otherwise, the person will only be added to the team list in Bizzcoo. ​
   ​
   If you choose not to send the invitation directly, you can always send a link to the sign-up page later. This is recommended if you want to send one mail to multiple new users at the same time.

Click ADD.

All users are connected to a subscription license to be able to use the modules. These subscriptions are managed under Settings.

The permission of granting access to subscriptions can only be managed by a Company Owner or Team Manager role at your company.

Follow these steps to give license access to a user: 

• Navigate to the upper right corner and click on your name.​
• Click on My Organization.
• Search for the name to find the person and select Edit to the right.
• Navigate to license. 

• Click on Edit licenses. 
• Choose the license from the list. 
• Click Add.

Click Save. 

• Invite your team to work in Bizzcoo

  • Team Managers invites other team managers or employees to create their personal Bizzcoo account.
    

  Bizz Profile: 

  • Invite users and consultants to create their personal Bizzcoo account. 
  • Alt 1: The consultants create their profile with skills and experience etc. 
  • Alt 2: The company gets all profiles migrated with help from Bizzcoo. Then the consultants check their profiles, add skills, etc. Contact support@bizzcoo.com for further questions. 

  Bizz Profile ready to use!

  Bizz Planner: 

  • Invite users and consultants to create their personal Bizzcoo account. 
  • Adds the consultants' names and roles. 
  • Adds current and future customers, with the customer contact person and your customer responsible.
  • Adds the current and future activities e.g. assignments and status, for each consultant. 

  Bizz Planner ready to use!

  Bizz Profile + Bizz Planner:

  • Do the steps under Bizz Profile, and then automatically, Bizz Planner will be populated with the consultants. 

  Then the Team Manager;

  • Adds current and future customers, with the customer contact person and your customer responsible. 
  • Adds the current and future activities, e.g. assignments and status, for each consultant. 

  Bizz Profile & Bizz Planner ready to use!

  Bizz Sub Contractors: 

  The Team Manager;

  • Invite sub-consultants to a short form of qualification questions.
  • Validate the sub-contractor. 
  • The Accepted Sub-contractors get asked to complete their profile.

  Bizz Sub Contractor is ready to use!

Follow these steps: 

1. Navigate to the upper right corner and click on your name.
2. Click on My Organization.​​
3. Click on the symbol + in the upper right corner.
   
   
   
   
   
4. Select the tab "Invite new employee" and 
   add;

1. Name.
2. E-mail.
3. Select Company/Unit
4. Select the user permission connected to this person. Read more about the different user permission here.
5. Invite by mail - For the invitation to be sent out by email, click the ”Send invitation email” checkbox. Otherwise, the person will only be added to the team list in Bizzcoo. ​
   ​
   If you choose not to send the invitation directly, you can always send a link to the sign-up page later. This is recommended if you want to send one mail to multiple new users at the same time.

Click ADD.

All users are connected to a subscription license to be able to use the modules. These subscriptions are managed under Settings.

The permission of granting access to subscriptions can only be managed by a Company Owner or Team Manager role at your company.

Follow these steps to give license access to a user: 

• Navigate to the upper right corner and click on your name.​
• Click on My Organization.
• Search for the name to find the person and select Edit to the right.
• Navigate to license. 

• Click on Edit licenses. 
• Choose the license from the list. 
• Click Add.

Click Save. 

1. Upload a profile picture.​
2. Fill in your name, professional title and a description (max 1500 c).​
3. Add and rate skills– Click on edit skills.
   
   • Preferred skills: Click on the box next to the skills that you as a consultant prefer to work with. e.g. wish to develop.
   • The more skills th
4. Fill in Assignments starting with the oldest assignments first. The assignments are presented in chronological order meaning the newest on top.
5. Fill in About me - a longer presentation about yourself. (max 1500 c).
6. Fill in Employments, Education, Industries you have been working within, Certificates and Languages​
7. Add pdf-files under Attached files. Example of files to attach is certificates.​

Press Save.​

The profile is now updated!

1. Click on Bizz Profile and navigate to ”Create Profile” or "My Profile" (if your CV has already been created).​
2. Navigate to Edit.​
3. Important! English is set as a standard language for all profiles. You can by pressing + (besides english icon) add a Swedish version of your profile aswell.
   
4. Start editing.​

Note! In certain parts of the profiles the two language versions mirror each other. For example if you add/delete in one version;

-A skill
-An assignment
-An employment
-Education
-A certificate
-Industries
-Languages

The corresponding will automatically be added/deleted in the other. But make sure you adjusts your texts manually. There is no automatic translation on the text information.

1. Upload a profile picture.​
2. Fill in your name, professional title and a description (max 1500 c).​
3. Add and rate skills– Click on edit skills.
   
   • Preferred skills: Click on the box next to the skills that you as a consultant prefer to work with. e.g. wish to develop.
   • The more skills th
4. Fill in Assignments starting with the oldest assignments first. The assignments are presented in chronological order meaning the newest on top.
5. Fill in About me - a longer presentation about yourself. (max 1500 c).
6. Fill in Employments, Education, Industries you have been working within, Certificates and Languages​
7. Add pdf-files under Attached files. Example of files to attach is certificates.​

Press Save.​

The profile is now updated!