LivePlan has two levels of users you can invite to your account:
Contributor
Contributors can access and edit anything in the Pitch, Plan, Forecast, and Schedule tabs. They can also download a copy of the plan. If you grant them the option, contributors can create new companies, add new users, and view and edit the Benchmarks and Dashboard.
- LivePlan Standard and Premium accounts come with 5 Contributors (one of whom is the account owner).
If you'd like more Contributors on your account, you can change the number for an added fee.
Note: Contributors cannot access the account owner’s profile data, billing, or payment information.
Guest
Guests can view the Pitch, Forecast, and Schedule tabs, but can't make changes. They can view and post comments in the Plan tab. They can also download a copy of the plan. Guests can view the Benchmarks and Dashboard tabs as well, if you grant them the option. Guests can’t edit any content or access any account management details.
Every LivePlan account comes with unlimited guest passes.
For more info:
- Adding and removing contributors and guests
- Changing user roles between contributor and guest
- Changing the permissions of a contributor or guest on your account
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