How Do I Add Users to My Workspace (In-App Subscription)?

Learn how to add users to your Workspace if you've purchased a magicplan subscription in the App Store or Google Play Store.

If you have an in-app magicplan subscription, meaning it was purchased through the App Store or Google Play Store, there are limitations to how you can add and invite users to your Workspace. Here we walk through your options. 

Purchase a subscription in the magicplan Cloud

If you would like to make full use of Workspaces, you need to purchase a subscription directly through magicplan.

First, you need to cancel your in-app subscription's auto-renewal.

You then have two options:
  1. Wait for your subscription to expire. Then, login to your account in the cloud and click the "Resubscribe" button on the side menu. Follow the steps to purchase a new subscription.
    1. When you resubscribe, you can choose to purchase multiple seats if you are paying for multiple users' subscriptions. 
  2. Create a new Workspace in the cloud by hovering over "Profile", clicking the dropdown under "Select Workspace", and selecting "Create a new Workspace". You can then purchase a new subscription immediately upon creating the new Workspace. 
    1. Go through Apple or Google if you would like to receive a refund for your in-app subscription.  

💡 Tip: Purchasing a subscription directly through magicplan gives you more management over your billing information and allows our Support Team to better assist you with anything billing related. 

Invite them as a Team Guest:

You can invite another magicplan user as a Team Guest. A Team is a group within a Workspace and offers many of the same features as a Workspace. Members and guests of a Team only have access to the Projects, Price Lists, and Custom Forms assigned to that Team. You can learn more about Teams here.
To invite a Team Guest, follow these steps:
  1. Login to your account in the magicplan Cloud.
  2. Click "Teams" on the side menu and either create a team or open an existing one.
  3. Click "Invite member" when you have opened the Team, and select "Guests".
  4. Type in the email(s) of your guest(s). Click "Invite"; they will receive an email with an invitation link. 
Make sure you and your guests are creating projects in the correct Team in the app by following the steps found here. You will see all projects created in the Team in the cloud. 

⚠️ Caution: In order to invite someone as a Team Guest they must have the same magicplan subscription tier as you.