How to use the Teams feature in OnePlan
This article summarizes how you can create Teams and plan with multiple people within your OnePlan account.
Teams is a functionality that allows 3+ users to plan together. Users can add multiple teammates to their team via an email invitation, plan an unlimited number of events with unlimited number of objects and edit at the same time as other colleagues.
The Teams functionality allows:
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Collaboration: allows multiple stakeholders to work together in one shared space.
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Role-based access: different permissions for team members based on their responsibilities.
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Support of larger clients: ideal for larger organizations managing multiple events
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High-value features: Teams functionality is designed for professional users managing complex events with the need of more advanced paid tools (e.g. concrete levels).
How It Works
Creating a team-
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Create your team by heading to the subscription page in the profile menu
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Select the number of people you would like to be in your team. Remember that the owner of the plan will take up one "space"
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Check out
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See the "successfully created your team" dialog and click "explore now"
- Create your first event
- Add people to your team
Managing your team-
Team owners and admins can add people to their teams and manage members via team settings. You can find this by clicking on the profile menu and selecting team settings.
Adding members
You can add members by clicking the "Add people to team" button.
Add members by typing in a valid email or emails, separated by a comma or a space. Once you are ready to send the invite, click "send invitation" and your new teammate will receive an invite.
Managing users
Change your teammates' role using the selector; all teammates are added as members by default.
Removing users
You can remove users by clicking on the bin (trash) icon and remove.
Joining a team
If you have been added to a team, upon your next log in or if you sign up for the first time, you will be presented with the following dialog.
Once you click "Start planning together" you will be taken to explore the team's workspace.
Switching between workspaces
Each user will have both a personal and a Teams workspace. They can switch between them via the profile menu.
Multiplayer-
Teammates can edit events at the same time. Object updates will be polled every 5 seconds to ensure users see the same changes.
Active users-
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The avatar will show while you are actively editing the event plan
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If you close the tab, the avatar will disappear
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If a tab is still open, but the user hasn't interacted with the map, their avatars will stay on the plan for 10 mins
Definitions-
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Account - The identity of the user; each email is one OnePlan account.
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Team Account - A single account that has a Teams subscription.
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Team - The 3-10 users associated with the team account. At the moment, there can only be one team in a team account.
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Workspace - Each team has one workspace, and each user has their own personal workspace. A workspace has its own events inside.
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Owner - The primary user on the account; this user has all the permissions as the other roles but can also complete all billing actions. The subscription is associated with this account.
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Admin - Everything but the billing: this user is allowed to add/remove members, and assign admin permissions.
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Members - Event editors, these users can edit all of the events on the plan and create their own, can rename events, but they cannot make any organizational changes.
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