Before Disconnecting a Member There are few important things to consider before disconnecting a member from your workspace. Transferring Plan Items There is no

If the current owner is still with your organization… The current owner must email support@liquidplanner.com to request the change. If the current owner is no

Reallocating a Seat When you disconnect a member from the workspace, that license can be reallocated to a new user. Simply send an invitation

Project Portals allow you to share project work with external clients or stakeholders, and collaborate with them in a secure way. Any project folder in

As a portal guest, you’re here because a very wise person you know is using LiquidPlanner to manage a project and wants to share

This article is intended as a quick reference for users that are setting up and configuring Project Portals. Many of the topics listed here

Change Your Password To change your password: Click the User Menu (profile picture – in the upper right corner of the browser) Select My