Users

This article explains User Roles, how to set up New Users and Deactivate Users. Only Users holding Owner, Admin and Users Roles can view and action steps in this article.

Licences vs. Users

Licences relate to the number of simultaneous logins allowed. Groundplan accommodates an unlimited number of Users per Account, each with individual email addresses and passwords for login. Adding additional Users is free.

It is strongly recommended to establish separate User logins for each individual accessing the Account. This enables restrictions on specific actions and access, enhancing Account security. For instance, only Users in Roles such as Owner, Administrator and Billing can access Billing, Increase or Decrease Licences adding additional charges or Cancel the Subscription.

Roles

Groundplan has six User access Roles. If specific access is to be restricted, each User must have a separate User login (email account and password). Excluding the Owner Role, where required, more than one Role can be allocated, e.g. Billing and Users. There can only be one Owner Role for an Account.

See more about the Owner Role by clicking here.

Setting up New Users

Create separate logins and passwords for all Users.

1. Click My Account then click Setup
2. Click Users
3. Click +User

4. Enter the new User's name
5. Enter a valid email address
   The same email address cannot be used on multiple Accounts
6. Choose the Role/s
   e.g. Users and Setup
7. Click Submit
8. Click Close

A registration link will be emailed to the new User. Once the User clicks the registration link and creates a password, they will become "Active" and can log in and use the Groundplan Account, provided a free Licence is available.

New Users will have a blank Project screen upon entering Groundplan. Use Groundplan's Bulk Sharing feature to Share any or all Existing Projects the new User needs to view. Consider editing or setting up a Project Template to Share future Projects Automatically.

Cancel or Re-send the Invitation

Cancel or re-send the invitation if needed by clicking the User Actions.

Changing Roles

1. Click Users
2. Click User Actions
3. Click Edit Roles
4. Change the Role selection
5. Click Submit

Deactivating Users

When Users leave an organisation, it is best practice to Deactivate their email and password within the Groundplan Account, Transferring all Projects and Templates owned by the User to another in the Account.

1. Click User Action and click Deactivate
2. Select a User to Transfer ownership of all Projects and Templates
3. Click Deactivate to confirm

Account Activity

The Account Activity page lists the notable activities in the Groundplan Account.

Activities listed can include:

• Inviting New Users and Registering new User/s
• Changing Roles
• Deactivation of Users
• Transfering Projects and Templates from Deactivated Users to another User
• Upgrading / Downgrading Licences
• Cancelling the Subscription
• Activating / Changing / Cancelling Count Assist

Frequently Asked Questions