Changing contributor and guest user roles and permissions

In this article:

Changing contributor and guest roles

LivePlan account owners can invite additional users to their accounts. These users can either be contributors who can view and edit a plan or guests who can only view a plan. LivePlan accounts come with unlimited guest users and a limited number of contributors.

The account owner and contributors with permission to Add and manage users can edit user roles and permissions. 

To change a user’s role:

      1. In the left menu bar, click Invite Users:
        Arrow pointed to invite users.png
      2. Next to the user, click Change access:
      3. In the overlay that appears, select a new role for the user, then click Save Changes:
      4. To exit the account management page, click the back arrow near the upper-left corner of your LivePlan window. 
        manage account menu with back arrow highlighted.png

Changing the permissions of a contributor or guest

Once you've sent a contributor or guest invitation for your account and it has been accepted, you can still add or remove certain permissions for that user.

  1. Click on the Account menu at the top of your LivePlan window. Select Manage Account:
    Arrow Pointing to manage account.png
  2. In the left sidebar of the account management screen, click Users:
    account menu edit users highlighted.png
  3. On the Users page, you'll see all the current users on your account listed:
    account menu users screen with user list highlighted.png
  4. Click the Change access link next to the user you'd like to update:
    account menu users screen change access detail with arrows.png
  5. On the overlay that appears, click the checkboxes for the plan(s) you'd like this user to access, and click the checkbox that grants (or removes) access to your account's Benchmarks and Dashboard sections. Click Save Changes:
    editing a guest account access.gif

More on collaborating with others:

Was this article helpful?
1 out of 2 found this helpful