Managing Users

Admin users can manage existing and add new users through Client Admin:

After logging in as an Admin User, move to the Client Admin section of MasterPlan Online by:

• clicking your name at the top right corner of any MasterPlan Online and selecting Client Admin, or

• going directly to circularsoftware.com/MasterPlan/ admin/Client0001 (replacing the client number with your own)

A number of concurrent users is included in your subscription to MasterPlan WORK.

Users are identified using a ten digit Circular Software ID that is unique to the Mac they are using.

Ask your users to install MasterPlan and give you their ID number, which can be copied by choosing the command MasterPlan Set-up nenu > Copy Your User ID Number.

Adding a new user

To add a new user in the Client Admin section of MasterPlan Online click the Add New User button.

Enter the User ID number in the DesktopID field, then continue to add name, email and choose and confirm a password.

This password is used to identify the user within MasterPlan Online. When logged in, the user name is added to comments and can be used to control which jobs and spreads a user can see and comment on.

Only users that are entered here are able to work on the MasterPlan jobs for your client.

Amending user details

To amend details of a user, click on their name in the displayed list.

Names and ID numbers can be altered here as frequently as required and changes here will automatically allow / disallow users to work on jobs for the client.

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