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? Administrator Administrators have the ability to configure workspace settings, invite users int...
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 assign plan items to? What is a Real Member? Which member types do I need to pay ...
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 member can be limiting and should primarily be used for clients or when there is sensitive wor...
When setting up Full Members or Restricted Members in your workspace, you can control whether or not the workspace member will be able to reprioritize plan items in the workspace. By default all new workspace members can re-prioritize. Â If this permission is disabled, the workspace member will not be able to reprioritize any plan items via dragging and dropping on the Projects tab, or by changing the Project or Package association in the Edit P...
Before Disconnecting a Member There are few important things to consider before disconnecting a member from your workspace. Transferring Plan Items There is no way to filter the project plan for tasks owned by a disconnected member. This is a good reason to consider transferring ownership before disconnecting. You may want to reassign that person’s active tasks and assignments to a different team member, or to a virtual member if you donâ...