Before You Start
A Team Workspace uses its own Teams & Seats subscription.
Your personal Planner 5D subscription and your Team subscription are managed separately.
When creating a team, the minimum number of supported seats is 2.
How to Switch between Personal and Team Workspaces
The workspace selector is located in the upper-left corner of the Spaces interface, next to the Planner 5D logo.
It shows the workspace you are currently using:
Personal — your personal workspace and individual subscription
Team — your Team Workspace and team name
To switch workspaces:
Click the workspace selector.
Choose the Personal or Team Workspace you want to open.
A checkmark shows which workspace is currently selected.
When you switch workspaces, the Spaces displayed in Planner 5D update to match the selected workspace.
The workspace menu can also show information such as:
Subscription
Seats
AI credits
How to Create a team
Open the workspace selector.
Select Create team.
In Create a team, enter your Team name.
The default name is My team, but you can replace it before continuing.
Click Continue.
You will then be taken to the seat selection step.
Choose the number of seats
The Manage seats in your team screen lets you choose how many people can be part of the team and select your billing period.
You can:
Increase or decrease the number of seats
Choose Monthly or Yearly billing
Review the price per seat
Review the total subscription price
The initial selection is 3 seats, and the minimum supported number when creating a team is 2 seats.
Prices shown at this stage exclude VAT and any applicable taxes.
When you're ready to continue, click Upgrade subscription to proceed to checkout.
Manage your team
Open Manage team from your Team Workspace to manage:
Team name
Seats
Invitations
Pending invitations
Existing members
Some management options are available only to the workspace owner or team admins.
Change the team name
The workspace owner can update the team name from Manage team.
Open Manage team.
Find Team name.
Edit the current name.
Manage team seats
The workspace owner can view the current number of seats from Manage team.
Use the available seat controls to increase or decrease the number of seats, or select Manage to open the seat management options.
Invite a team member
Workspace owners and admins can invite people to join the team.
Open Manage team.
Go to the Invite section.
Enter the person's email address.
Select the appropriate role.
Click Send invite.
After the invitation is sent, the person appears under Pending until they accept it.
A seat must be available before another person can be invited. If the team has reached its paid seat limit, an additional seat must be purchased before the invitation can be sent.
Manage pending invitations
The Pending section shows invitations that have not yet been accepted.
Each pending invitation can display:
Email address
Invited status
Assigned role
Additional actions
Open the three-dot menu next to a pending invitation to:
Resend invitation
Delete the invite
Manage team members
The Members section shows the people who have joined the team.
You can see:
Name and email address
Membership status
Assigned role
Number of occupied seats compared with the total available seats
Your own account is identified with (you).
Depending on your permissions, roles for other members can be changed using the available role controls.
Remove someone from the Team Workspace
If you have permission to manage members:
Open Manage team.
Find the member you want to remove.
Open the three-dot menu.
Select the option to delete the user from the workspace.
Removing someone from the Team Workspace does not delete their personal Planner 5D account.
Team member view
Team members without team-management permissions see a simplified version of the Team Workspace. Instead of Manage team, the sidebar displays Team.
Opening it shows:
Team name
Members
Member email addresses
Membership statuses
Assigned roles
Team settings, seat management, and the invitation form are not available in this view.
Accept a team invitation
If you're not signed in
Opening a team invitation takes you to Join a team.
You can sign in or create access using:
Continue with Google
Continue with Apple
Continue with email
After authentication, you can continue with the team invitation.
If you're already signed in
The Join a team screen shows:
Who invited you
The team you're joining
Information about your assigned membership
Choose:
Accept Invitation — join the team
Cancel — leave without accepting
After accepting the invitation, the Team Workspace becomes available from your workspace selector.
Create a Space for your team
Create a Space for your team
To create a Space inside the Team Workspace:
Switch to your Team Workspace.
Open All Spaces.
Click Create.
When Who can access this Space? appears, choose who should have access.
Two options are available:
All team members — all members of the Team Workspace can access the Space
Invited only — access is limited to people specifically invited to the Space
All team members is selected by default.
Click Create a Space to continue.
Share a team Space
When a Space is available to everyone in the team, the sharing panel shows:
Everyone in your team can access.
Use People with access to see who currently has access to the Space.
Manage access to a private Space
If a private Space has no collaborators, the sharing panel shows:
Only you have access.
To add or manage access:
Open Share space.
Go to Access.
Click Edit.
Add the person you want to share the Space with.
Choose the appropriate permission.
Available permissions include:
Can view
Can edit
Remove
You can use the same sharing controls to manage resources that have been explicitly shared within your Team Workspace.
