Client setup

Choosing a Client Name and allocation of your Client Number when setting up in MasterPlan

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When first subscribing to use MasterPlan you choose a Client Name and you will be allocated a Client Number.

A client can be an individual but typically a client will have multiple users working together on one or more jobs.

Only users that are assigned to this client can then modify the spreads that are included in the job page for that client.

The Client Name is displayed in the MasterPlan Info Panel which is displayed on launch and can be found using MasterPlan menu > MasterPlan Info Panel.

The Client Number is used to identify the client when switching between clients and adding MasterPlan stamps.