Adding and removing contributors and guests

Updated on May 09, 2016

There are three user roles within LivePlan, and each one has its own level of access: 

  • Account Owner — The owner is the only one with access to the account management tools. These include the ability to cancel or upgrade the account and change payment information. The owner can also create, delete, archive and restore companies, and edit or delete her own comments, as well as those of guests and contributors. There is only one account owner. The owner counts as one paid user. 
  • Contributor — This type of access is great for collaborating with partners on your company content. Contributors can access and edit anything in an account except the owner’s profile data and the billing and payment information. If the owner grants them the additional level of access, contributors can even create new companies, add new users, and view and edit the Scoreboard. The number of contributors is limited by the number of users allowed by your subscription. 
  • Guest — This type of access is great for getting feedback on your company content without allowing someone to change it. Guests can simply read your plan document and provide comments. They can’t edit your plan document, don’t see the instructions or examples within the plan, and can’t access any of the behind-the-scenes account information such as number of users, other accounts you might have, etc. You can invite as many guests as you want, regardless of your subscription level. If the owner grants them the additional level of access, guests can also view the Scoreboard.

Adding a contributor to your account #

Contributors can access and edit anything in an account except the owner’s profile data and the billing and payment information. If the owner grants them the additional level of access, contributors can even create new companies, add new users, and view and edit the benchmarks and Scoreboard. The number of contributors is limited by your user limit — the number of users allowed by your subscription. To see your user limit, click the Account menu, and then click Manage Account.

To add a contributor:

  1. From the Account menu, choose Add or Manage Users:
    addmanage.png#asset:742 
  2. Click Add a Contributor:

    addcontributor.png#asset:1536
    Note: The number of available contributor “slots” is listed next to the Add a Contributor button. You can only send as many invitations as you have slots open. If you need additional slots for contributors, click the Upgrade options link to upgrade your account. 
     
  3. In the Add a Contributor overlay, do the following:
    • Enter the contributor’s email address:
      add a contributor new.png#asset:738
    • Include a message to the person in the Personal Note field, if you wish.
    • Select whether the contributor should be able to add and edit users, create new companies, and/or access the Scoreboard and benchmarks:
      addcontributor3.jpg#asset:1537
    • Select the companies the contributor should have access to.
    • Click Send Invitation.

    The contributor will receive an email invitation containing a link to your LivePlan account. LivePlan also immediately displays the link for you, so you can copy and paste it into your own IM or email to the person.
  4. Once the contributor clicks the link and creates login credentials, access will be granted and the person will be added to your list of users.

Adding a guest to your account #

You can invite as many guests as you'd like to view your company and comment on your plan document. If you give them additional permissions, your guests can also view the benchmarks and Scoreboard.

Guests cannot edit the company content, add new users to the account, or create new companies. If you'd like to give someone that level of permission, add the person as a contributor instead.

To add a guest:

  1. From the Account menu, choose Add or Manage Users:
    addmanage.png#asset:742
  2. Click Add a Guest:
    addguest.png#asset:741
  3. In the Add a Guest overlay that appears, do the following:
    • Enter the person’s email address.
    • Include a message to the guest, if you wish:
      add-a-guest-note.png#asset:1538
    • If you want the guest to be able to view the Scoreboard and benchmarks tabs, enable those options:
      addcontributor3.jpg#asset:1537
    • Select the companies you want the guest to have access to.
    • Click Send Invitation.

The guest will receive an email invitation containing a link to your LivePlan account. LivePlan also immediately displays the link for you, so you can copy and paste it into your own IM or email to the person.

Once the guest clicks the link and creates login credentials, access will be granted and the person will be added to your list of users.

Removing a contributor or guest #

When you remove a contributor or guest from your LivePlan account, any changes that person has made to your company content will be retained, but the user will no longer be able to view or change the company content.

  1. From the Account menu, choose Add or Manage Users:
    addmanage.png#asset:742
  2. Next to the user, click Change access
    changeaccess.png#asset:743
  3. In the overlay that appears, click Remove user:removing-contributor-or-guest.png#asset:
  4. Click Confirm
    confirm remove user new.png#asset:748
Note: Contributors and guests are not notified when you remove them from your account.