How do I accept a LivePlan contributor or guest invitation? Follow

 

If a LivePlan account owner sends you an invitation to be a contributor or guest, here are the steps to accept that invitation. Please see the links at right to jump to your specific scenario.

 

Accepting an invitation when you have no LivePlan account

If you don't have your own LivePlan account, that's fine - when you accept an invitation, you'll create a login at no charge that connects you only to the companies you've been invited to access.

 

  1. When the account owner creates the invitation, you will immediately receive an email at the address entered into the invitation form:
    accept-guest-pass1.png#asset:2066
  2. In that email, you'll see any personal message the account owner has added to the invitation:

    accept-guest-pass12.png#asset:2085

    In the lower half of the invitation email, you will see the link to click in order to accept the invitation:
    accept-guest-pass3_170307_172528.png#ass

  3. When you click that link, you'll be prompted to add your name and establish a password. Enter a password that you'll remember, as you will need it each time you access the account. When you're done, click Continue:
    accept-guest-pass7.png#asset:2078
  4. You'll then be in the page of LivePlan where the available companies are displayed The number of companies you see here will depend on the number the account owner has given you access to. Click Go to company to access the company:
    help_center_-_mammoth_-_go_to_company.png

    Note: If you see no companies listed, then the account owner may have forgotten to click the check box to give you access to a specific company. The owner should update your access setting for the company.

 To return to this account in future. visit app.liveplan.com and log in with your email address and password.

If you would like to create a full LivePlan account of your own from this guest access, please read Opening your own LivePlan account when you're a guest or contributor.

 

Accepting an invitation when you have an active LivePlan account

If you already have your own active LivePlan account, it's best to have any contributor or guest invitations sent to the same email address you use on that account. That way, you can easily switch between your own account and any companies you're invited to work on.

 

  1. When the account owner creates the invitation, you will immediately receive an email at the address entered into the invitation form:
    accept-guest-pass1.png#asset:2066
  2. In that email, you'll see any personal message the account owner has added to the invitation:

    accept-guest-pass12.png#asset:2085

    In the lower half of the invitation email, you will see the link to click in order to accept the invitation:
    accept-guest-pass3_170307_172528.png#ass

  3. When you click that link, you'll be prompted to log in. Use your current LivePlan login credentials:
    accept-invite-existing-active.png
  4. You'll then be in the All Companies page for this account. Because you entered through a link in the invitation, you'll see only the invited company. But don't worry - your companies are still safe in your own account. Click Go to company to access the invited company:
    help_center_-_mammoth_-_go_to_company.png

    Note: If you see no companies listed, then the account owner may have forgotten to click the check box to give you access to a specific company. The owner should update your access setting for the company.

  5. Any time you need to move to your own account again, you can easily switch accounts by clicking on the Account menu at the upper right of the window. Select Switch Accounts. For more details, see Switching to another LivePlan account.
    switch-accts-menu.png

 

Accepting an invitation when you have an inactive LivePlan account

If you've had a LivePlan account in the past but have canceled it, you can still have invitations sent to the same email address as your canceled account. You do not need to reactivate your old account. The instructions below assume that your invitation was sent to the same email address you used on your inactive account.

Alternatively, you can have invitations sent to a different email address, which will prompt you to create a new login. In that case, please see the section above titled Accepting an invitation when you have no LivePlan account.

 

  1. When the account owner creates the invitation, you will immediately receive an email at the address entered into the invitation form:
    accept-guest-pass1.png#asset:2066
  2. In that email, you'll see any personal message the account owner has added to the invitation:

    accept-guest-pass12.png#asset:2085

    In the lower half of the invitation email, you will see the link to click in order to accept the invitation:
    accept-guest-pass3_170307_172528.png#ass

  3. When you click that link, you'll be prompted to log in. Use the login credentials from your original account. If you no longer recall the password, you can click the link in the login box to re-set it:
    accept-from-inactive.png
  4. If you re-set your password, then once that is completed, please go back to the email you received from the account owner and click its link again. That will bring you back to the login page, but prevent you from being prompted to reactivate your old account. If you did not re-set your password, proceed to Step 5.
  5. Once logged in, you'll be in the All Companies page of LivePlan. Click Go to company to access the company:
    help_center_-_mammoth_-_go_to_company.png

    Note: If you see no companies listed, then the account owner may have forgotten to click the check box to give you access to a specific company. The owner should update your access setting for the company.

    Note: If you decide at some point to reactivate your own account while using a contributor or guest access on another company, then you'll be able to easily switch between them going forward.

 

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