Support Category: Managing Users in the Workplace

Member Access Levels and Privileges

Setting access levels for members means you’re able to choose permissions for what they can see and do in your workspace, portals or dashboards. Member Access Types There are seven different member types available in LiquidPlanner. This chart explains key differences for each member type: DESCRIPTION PAID LICENSE? WORKSPACE LOGIN? Workspace Owner There can only be …

Member Access Levels and Privileges Read More »

Inviting People Into Your Workspace

Workspace owners & Administrators can invite people into their workspace the following ways: The People tab > Invite Members The People tab > Add+ button > Add Member User Menu > Settings > Members and Access > Add Member Step 1: Enter the email address(es) Step 2:  Choose the access level for this new person If you choose Administrator or …

Inviting People Into Your Workspace Read More »

Restricted Members

Restricted members are people that hold a seat in your workspace, and are limited to viewing specific projects only. Note that most members of the workspace should be set up as Full Members. This allows for greater transparency and minimizes the upkeep involved in maintaining access on a per project basis for each restricted member. Being a …

Restricted Members Read More »

Member and Guest Access FAQs

This article is a reference for workspace administrators responsible for inviting members into the workspace. It provides an overview of member types and access privileges for each. Many topics covered below are also detailed in the help guide articles Member Access Levels and Privileges, Restricted Members and Project Portals. What types of members can I …

Member and Guest Access FAQs Read More »

Setting Up a Co-Owner

We highly encourage workspace owners to designate at least one additional administrator for your workspace.  This way, if the owner is absent, there is another person with the ability to perform important workspace and member admin functions. An administrator is the only person automatically capable of taking over the role of workspace owner if the original …

Setting Up a Co-Owner Read More »

Virtual Members

A virtual member is a placeholder resource for your projects. It is not connected to a LiquidPlanner login. Here are some reasons for using a virtual member: If you are evaluating or implementing LiquidPlanner, you might not be ready to invite your team into the workspace yet. But you can start to build out your …

Virtual Members Read More »

Adding Members to Teams

Adding workspace members to teams provides the following benefits: You can filter your plan and timesheets by team. The team association is captured in plan exports and timesheet exports. You can create custom reports by team. You can view resource workload by team. You can address a comment to a team, and each team member will receive an email notification in accordance with their notification preferences. You can …

Adding Members to Teams Read More »