Individual users can have their individual access set in their user settings.
By default all users have access to all jobs for their client but you may wish to invite specific users only to see and work on some of your current MasterPlan WORK jobs.
Choose to allow access to None, All or Only a Range of spreads on a per user and per job level.
Alternatively, choose the Assign Custom Access Level to quickly specify an Access Scheme.
An Admin User can set up Access Schemes to quickly apply the same level of access to multiple users.
Click Add New Custom Access to set up new Access Schemes, click the name of existing Access Schemes to edit them.
For example you may allow internal production staff complete access to all MasterPlan WORK jobs but restrict sales staff to only viewing completed jobs.
Access Schemes are applied when managing users.
A cover image is used for quick visual identification of a job via the client page and job page.
Admin Users can add any web as a cover image in the Job Details Cover Image URL field after clicking the Edit Details button in the Job Admin page.
MasterPlan is aimed at supporting the creation and production of pages of illustrated publications and is not recommended for managing the production of complex cover files.
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.
You may wish to offer clients and others to have access to certain MasterPlan job pages or even entire client pages.
Admin Users can embed a customised view of MasterPlan inside other webpages.
You can choose this to be behind a button or link and whether presented in a 'lightbox' style overlay or within an iframe.
To create an embed code, after logging in as an Admin User and selecting Client Admin, click the Embed tab and customise the content and appearance of the MasterPlan embed.
After creating a new MasterPlan WORK job using the MasterPlan desktop app an Admin User can alter existing jobs in a number of ways using MasterPlan online.
To amend job options, visit a Job page after logging in as an Admin User and select Job Admin from the top right corner
The Job Page is now shown with extra admin preferences.
Admin Only restricts access to an entire Job to Admin users only.
At a spread level, individual spreads can be restricted to Members Only with a check box. Along with Access Schemes this is another way to restrict access to certain sections of a work in progress from general access.
The Toggle All/None for Members Only provides a quick way to switch all spread access in this way in one click.
The Hide Members Only Spreads to Non-Members choice allows spreads which are marked as members only to be either blurred and watermarked (to show a representation of their amount and place within the page order of the book) or to be completely hidden from non-members.
The Show Overlays and Enable Annotator check boxes control whether to show overlaid info on when who last worked on a spread and whether to allow comments to be added using the Viewing and Commenting panel.
If allowing commenting then uncheck the Allow non-users to annotate to restrict comments to only being added by logged in users.
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)
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 your their ID number which can be copied with menu command Set-up > Copy Your User ID Number.
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 and email address. On creation the user will be emailed and invited to choose and confirm a password when they first login.
When logged in, the user's name is added to MasterPlan WORK 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.
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.
Admin Users can alter the wording and colours for statuses used by MasterPlan WORK at a client level.
These statuses are applied to spreads in the Viewing and Commenting panel and can be used to filter the Job Page.
To amend statuses for your client, after logging in as an Admin User and selecting Client Admin click the Statuses tab and alter the labels and colours.
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:
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.
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.
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.
As well as the regular visual user interface MasterPlan Online can be rapidly and automatically controlled using an application program interface (API).
Everything can be controlled by the Admin User, automatically, at a large scale and at speed.
For example, the MasterPlan desktop app makes use of the MasterPlan API to feed MasterPlan Online with content and to retrieve comments.
As this is a User Guide the full API is not described in detail here. Please visit circularsoftware.com/MasterPlan/api/ documentation and contact us to work with our API.
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Some companies may have security questions or requirements which we aim to answer here:
Please contact us with any other security or hosting questions.
Instant information on MasterPlan WORK activity including uploads, commenting and thumbnail previews can be pushed out as Slack notifications at a job level so just the right people can stay in touch with changes via notifications on mobile, web and desktop apps.
MasterPlan uses Slack notifications rather than email which means you get live updates when you wish to have them but also these notifications can be easily silenced when you don't.
Admin Users can add a Slack WebHook URL in Job Details pane after clicking the Edit Details button in the Job Admin page.
Clients can easily invite new users, including freelancers, to join them in MasterPlan without the end user needing to arrange their own subscription.
Admin Users also have extra power to create and add cover files, choose who can view and comment and alter the status labels displayed for a client.
The initial Admin User is set up when first subscribing – additional users can then be created and promoted to the same status by an existing Admin User.
