Every purchased account includes administration features that make it easy to manage your ProductPlan account.

When you purchase a ProductPlan subscription, you will have access to the Account Settings page.

From here admins will be able to:

  • Centrally manage the billing for all users using a single credit card
  • Add users to your plan, even those currently on Trial or with an individual license
  • Remove users from your plan
  • Change license type for users to either Editor or Viewer
  • Transfer Roadmaps and Master Plans to another user on the account (e.g. when an employee leaves)
  • Easily add additional licenses to the plan as needed
  • View pending team invitations
  • Check the date a user was last active on

Only the team administrator can invite users to join a team plan. To invite a new user, just visit your Users page. Enter the user’s email address, select what type of permission to give them, and click “Invite to Team”.

When you invite a user to your group, they receive an email notification – once they accept, they are added to your account. As the administrator of a plan, the Users page allows you to modify a user’s license type, transfer roadmaps between users, and delete users.

If you currently have a single license and would like to upgrade to more, you can visit your Add Licensespage to add more licenses at any time.

 

Enterprise Team Management

Enterprise Admins have additional features for further account management.

As an Enterprise admin,  you will have access to the Security Tab for managing settings.

Here Admins can select whether or not Editors can share their Roadmaps via Private Link. If Single Sign On is enabled for your account, Admins can also limit Editors to sharing private links with SSO users only as well as control what information gets shared.

From the Account Settings page Enterprise Admins will also be able to assign users into teams for easier sharing and account organization. Learn more about creating teams in your Enterprise account here.

For information on upgrading to our Enterprise subscription email us at sales@productplan.com.

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