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Help Guide > Seat and Access Management (12 entries)

  • Inviting People Into Your Workspace Workspace owners & co-owners can invite people into their workspace via settings > members & access control. Just click the +Member button ...
  • Members & Access Control Settings The Settings > Members & Access Control area is your command center for all things related to member access. Member ...
  • Member Access Levels and Privileges The Importance of a Co-Owner We highly encourage you to designate a co-owner for your workspace. This is important ...
  • Assigning Members to Teams Assigning workspace members to teams will provide you with the following benefits: You can filter your plan and timesheets ...
  • Virtual Members A virtual member is a named resource, but it is not connected to a real person. You can create a virtual member via Settings > ...
  • A restricted member will not see a task unless it lives within a project that they have been granted access to. For a detailed analysis of restricted member visibility, be ...
  • Access Rules for Restricted Members Related help article: Setting Up Restricted Members
  • Changing the Workspace Owner If the current owner is still with your organization The current owner can email support@liquidplanner.com to request the change, or follow ...
  • Disconnecting Workspace Members Workspace owners and co-owners can disconnect a member via settings > members & access control > member list. Just click the disconnect link in ...
  • Inviting a new person into the workspace to take over the role of a virtual member This is done via Settings > Members & Access Control > Member ...
  • Deleting a Workspace Workspace owners can delete a workspace, which deletes all data in it - but beware that deleting a workspace is one way trip!  ...
  • Sharing Your Workspace With LiquidPlanner Staff LiquidPlanner staff can only see your data if you explicitly grant us permission via your workspace settings. Respecting your privacy is ...