magicplan Cloud Overview

The magicplan Cloud can be accessed through any browser and can be used to manage your account and profile settings, billing information, and Workspaces & Teams.

Cloud Overview: 

Projects:

• Create and view projects

• Access project files

• Move projects to from one Workspace or Team to another

• Assign or Re-assign projects to a Workspace or Team member
• Leave comments on projects

Price Lists & Custom Forms: 

• Create and manage your price lists available with an Estimate subscription
• Upload and edit your custom forms available with an Estimate or Report subscription

Members, Teams & Statistics: 

• Create and manage your Workspace or Team
• View different Workspaces and Teams you are a part of 
• Add, Edit, or Remove Workspace members (for admins or owners only)
• Review Workspace statistics on the Statistics page (for admins or owners only, includes the number of projects created and exported by each member over time) 
• Export Workspace Statistics to a CSV file (for admins or owners only)

Billing: 

• Subscribe, view or cancel your subscription 
• Update your billing information, including VAT ID

Settings :

• Change your workspace name 
• Customize your export button
• Update the export configuration for all Workspace members 
• Delete a Workspace 

Company Profile 

• Enter your company branding and information to make exports and projects cohesive

API & Integrations

• Enable and access magicplan API & Integrations

Profile 

• Switch Workspaces 
• Your Account  
  • Change account information: name, phone, email, password
  • Delete your account 
  • Remove devices connected to your subscription
• Settings 
  • Change your primary language 
• Contact Support 
• Access the Help Center
• Logout