Feb 6, 2024
In Depth Tutorials


At the heart of MarketPlan are the team and client collaboration features.

Team Management

To manage your team and clients, click on the team tab on the right of your project.

The first thing you'll see is all of the members that are already invited to the project.

The second thing you will see is all the people who have not yet been invited to this project, but were invited to previous projects that you created. I can easily invite these members by choosing their permission level, and clicking the invite button.

I can add new members to my team by just simply clicking the add member button right here. Now just type the email address of the person I'm looking to invite, set their permission level, and click the invite button to send them an email invitation.

If you have a larger team, you can live search for them by clicking the search icon in the top menu while the teams tab is selected.

Team Permissions

Once you have your team and clients invited. You can now manage their permissions.

Click on the settings icon in the third tab here. I can now have granular control of what my clients, users and teammates will have access to inside of this project.

If you would like to make sure that your permission settings are set for every project that you own. You can hit the apply globally and Make Default Settings button here. This will change the permissions for every project. Of course you can set each of them individually after this as well and always hit the global button again, if you would like to.

Team Features

Regardless of where you are inside of MarketPlan, you can always reach out to your teammates and clients by clicking the chat icon on the right of the screen. Head into a chat with your teammate and begin sending messages and attaching and collaborating on files.


Create a group chat by simply clicking the pencil icon in the top right of the chat window. Name your group and select which members you would like to include in the chat and click "OK". Upload a custom image to my chat groups by simply clicking on the camera icon in the main chat menu and selecting the image from my local files.


Regardless of which project you are in, your notifications for all messages, comments and task assignments, will be found here, at the top right of your screen. You can jump straight into the plans, conversations and tasks that need your immediate attention by clicking the view button next to each notification.

Don't forget to turn on push notifications to keep up to date with the activity going on with you, your team and your clients.

This is just the beginning of MarketPlan's team collaboration tools. Looking forward to showing you the canvas, timeline, Kanban, and each made for marketing canvas app that empowers you, your team and clients with the collaboration tools necessary to push your marketing forward when you come into the execution stage of your marketing.

Learn more on Youtube here.

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