magicplan Workspaces and Teams

Learn how to manage your and your colleagues' projectswith Workspaces and Teams.

magicplan's Workspaces and Teams are designed to enhance collaboration, streamline project management, and drive productivity. By leveraging this feature, professionals can unlock a new efficiency level in their workflow. In this article, you will learn what Workspaces and Teams are, what subscriptions they require, and how they can be created and managed. 

What is a Workspace?

A workspace is a dedicated area where you and your employees/colleagues can collaborate on and organize projects.

• You can invite other magicplan users to your Workspace as "Members," and you can promote them to "Admin" if they need management permissions.
• "Members" can be assigned to projects to work on in the app.
• Each Workspace will have its own subscription, Price Lists, Custom Forms, Custom Objects, and Custom Attributes.

What is a Team?

If you need more structure, you can create one or multiple Teams within your Workspace. 

• Once you add a "Member" to a Workspace, they can be added to a Team. Depending on their permissions, they can access the following:
  • In the cloud: Projects, Company Profile, and API & Integrations for the Team. 
  • In the app: Price Lists, Custom Forms, Custom Objects, and Custom Attributes published to the entire Workspace, the specific Team, or both. 

• You can invite "Guests"  to a Team – this can be anyone with a separate magicplan subscription, such as an external contractor, architect, or client you decide to invite. They access the following:
  
  • In the cloud: Projects they have created. A team guest cannot see projects created by other team members or guests in the cloud. 
  • In the app: Price Lists, Custom Forms, Custom Objects, and Custom Attributes published to the entire Workspace, the specific Team, or both. 

Workspace or Team Member Subscriptions: 

• Each Workspace requires its own subscription.
• After creating a Workspace, you can purchase subscriptions under this Workspace called "Seats". Once you have purchased the amount of "Seats" needed, you can then assign them to users by inviting "Members" to your Workspace.
• Every Member added to a Workspace or Team needs a subscription seat under the Workspace.
• Learn how to add, edit, and remove members from a Workspace or Team. 

Creating a New Workspace

Follow these instructions to create your Workspace:

1. Log into the magicplan cloud. 
2. Hover over your "Profile" icon in the bottom left corner. 
3. From the pop-up, click the dropdown menu under "Select Workspace." Then click "Create a new Workspace."
4. Type your new Workspace name, then click the blue "Create" button.
5. You will then be re-directed to your new Workspace where you can purchase your subscription for you and your Workspace "Members." 

Creating a Team Within Your Workspace

1. Log into the magicplan cloud and ensure you are in the correct Workspace where you want to create a Team.
2. From the left side menu, click "Teams". On this page, click the blue "Create Team" button.
3. In the pop-up, add a Team name, choose "Members" to invite, then click the blue "Create" button. 

Learn how to switch between Workspaces and Teams in the app and cloud here. 

Managing Your Workspace

Workspaces can only be managed in the magicplan cloud. Click each link below to learn how to manage your Workspace Members and Projects:

• Learn how to move projects from one Workspace to another.
• Learn how to assign/reassign a project to a Workspace Member.
• Learn how to view and manage your Workspace projects in the cloud.
• Learn the various permission types and what they can access.