- Main Pages
- My Account
Membership Plan OverviewThe membership plan page allows you to subscribe to a new membership plan. You can also upgrade, downgrade, and cancel your subscription plan from this page.
Which Membership Plan Should I Choose?
In order to choose the optimum plan for your organization, it is necessary to understand how membership plans work in TeamWork Live. The key concept to understand is that plan membership is distinct from project membership. This means that a user can be a member of a project irrespective of whether the user is on a pay plan or the free plan.
All users in TeamWork Live automatically belong to a membership plan. There are two principal types of membership plans: pay plans and the free plan. Being on a pay plan gives you access to features not available to users on the free plan.
All pay plans include a number of paid memberships. After signing up for one of the pay plans, you will have the ability to select additional users (from a list of project members) to assign to the paid memberships. The users you assign to the paid memberships will have access to the pay plan features. You can change which users are assigned to the paid memberships at any time.
Before we go into detail on the differences between the different plan types, let's first learn a little bit about project membership and the different roles that a user can play within a project.
A user can have one of the following roles in a project: the administrator, a team member, or a client. The person who created the project is the administrator. Administrators can invite other users to their projects as either team members or clients. The role in which a user is invited as affects the user's view/edit permissions and the user's ability to access certain features within a project workspace.
Membership Plan/Project Role Combinations
The table below shows the different combinations of membership plans and project roles and the resulting user types resulting from those combinations:
Pay Plan Administrators
|Full team members||Enhanced clients|
|Free||Free Plan Administrators||Limited team members||Regular clients|
Pay Plan Administrator
A user on a pay plan can manage an unlimited number of projects. You can think of pay plan administrators as full team members who have projects of their own that they are managing.
Users who sign up for their own pay plan become the primary plan administrator for their account, which gives them the ability to select which users are assigned to their paid memberships. In addition to being pay plan administrators, primary plan administrators also have the ability to define their own company. Doing so also make them company administrators and give them the ability to:
- Create user accounts and send welcome emails with login information to the new users
- Define defaults (such as notification preferences) that are applied to all new users
- Customize the site color scheme and logo to match the company's branding
- Administer all projects designated as company projects
Free Plan Administrator
A project administrator on the free plan can manage only one project at a time. If a user is managing more than one project and the user is downgraded to the free plan, all the user's project above the one-project limit will be automatically archived. The user will need to archive the currently active project before the user can restore one of the archived projects. Note that you can only assign milestones and tasks to team members on projects managed by a free plan administrator. You cannot assign tasks to any clients on projects managed by a free plan administrator.
Full Team Member
Full team members are project team members who are on a pay plan. Almost all the users you invite to your projects as team members should be on a pay plan. This is necessary for them to take full advantage of all the project management and collaboration features available in TeamWork Live. Full team members have access to shared storage space for uploading files, can assign and be assigned to milestones and tasks, can track time, and view all the available reports.
Limited Team Member
Limited team member are project team members who are on the free plan. They are mainly useful for external team members who will not be participating fully in a project. Limited team members are subject to the following restrictions:
- They cannot create milestones or tasks. (They can still be assigned to milestones and tasks however.)
- They do not have access to the shared storage space for uploading files.
- They are not allowed to track time.
- They do not have access to any reports.
Limited team members retain the ability to add comments, send and reply to messages, edit existing milestones and tasks, and complete milestones and tasks that have been assigned to them.
By default, most of your clients do not have to be on a pay plan. Regular clients (clients on the free plan) have access to all of the features of full team members except for the following restrictions:
- They can assign milestones or tasks to team members only.
- They are not allowed to add time entries.
- They only have access to the time and hours budget report.
In rare instances, a client will need access to additional collaboration features. These clients will need to be assigned to a paid membership so that they are not subject to the restrictions of regular clients. Such clients have access to the same features as full team members. The are still subject to the view/edit permission restrictions that are in place for their project role (i.e., they will not be able to view project items specified as viewable by team members only). Enhanced clients can also be assigned to milestones or tasks by either team members or clients whereas regular clients can only be assigned to milestones or tasks by team members (i.e., regular clients cannot assign tasks to other clients).
Enhanced clients are also useful if you want to create a project with two different groups of team members with differing view/edit permissions. For example, you can invite one group of team members to the project as team members and another group of team members as clients. You would put both groups of team members on a pay plan so that everyone has access to the features available to full team members. You can then restrict permission to the team members that have invited as clients using the permission settings available when creating project items.