The best way is to contact us by clicking on "SIGN UP" in the bar on the top and fill in the form "Want to be a BETA tester?"
And we will send you instructions and a link to register on our GoPlany BETA platform.
A BETA version of a piece of software that is made available for testing, typically by a limited number of users outside the company that is developing it, before its general release.
If you are an invited BETA user it is free to use the online software platform. Until we decide to launch public. And if you are a BETA user you will be informed in advance when we start. And you will of course have the possibility to choose if you want to stay as paying user or would like to cancel your account.
Choose the person who will be the admin and who has the authority to administer ALL productions within the organization. It is ADMIN who then invites other members with different permissions, incl. temporary freelancers.
1. Fill out the register form and enter a password. It is important that you enter a correct email address.
2. When you have registered correctly, you will receive an email with a confirmation link. Open the email and click on the link in the email. If you do not find the email in your inbox, it could have been sent to your spam. Please check there. Get in touch with us otherwise.
3. When you have clicked on the link, a new web window will open to confirm that your account is verified. Click on Login here. You log in with your email and your password you chose when registering.
4. The first thing you need to enter after logging in is to enter your company name and choose which currency you will calculate your budgets in primarily. If your company is registered in Sweden, you must choose SEK.
5. You are now set to go!
If you have forgotten your password, you click on "Forgot Password?" under the login button. Where you will be guided on how to create a new password.
When you have finished with you registration you will enter to our welcome page. Here you can chose to click on "create a new project" and start right away with any project you have in your pipeline.
Fill in the fields required and if it is you first time using GoPlany you also will need to create the Client/Agency that you have for this project. To create a new Client/Agency you click on the + sign next to the titel "client/agency" and fill in the required fields. Save.
When that is done you can choose to "SAVE AND START A NEW BID" (if you are in a hurry) or click "SAVE AND GO TO PROJECT SETTINGS". Here you fill in all information for your project. this information is used when printing quotes to your Client/Agency.
You can always go back to "project settings" later in your process.
You invite members (company users) under Organization settings.
You can find "Organization settings" under your name on your right top on the webpage.
Click on you name and a dropdown window will appear and you click on organization settings.
Scroll down to "company settings" and you click on the + sign to add a user.
Here you invite the user by adding their mail address. And give them the right Permission. There are 4 different permissions:
READ ALL - The user can read all projects within the organization but can not change anything.
READ SHARED - The user can read only the projects invited to.
READ/WRITE ALL - The user can read and write all projects within the organization. Meaning the user can create new projects and budgets and change already created projects and budgets.
READ/WRITE SHARED - The user can only read and write the projects awarded to them. Meaning the user can NOT create new projects, but he/she can create a new budget within the project he/she has been invited to.
When an ADMIN user invites a member/company user he/she will receive an invitation email to be able to register. The invited member will after registration be able to access GoPlany in with the assigned authority the ADMIN has awarded to you. Depending on that you will need to choose what Organization you will access after you login.