Our premium plans allow you to collaborate on timelines with other people. You can also decide who can view and edit your timelines. For more on members, groups and accounts, refer to our article on how people are organized in Timetoast accounts.
Multiple members of a group can collaborate on a project and make changes to a timeline. You can also:
Share your timelines with other account members, group members or other Timetoast users not in your account
Grant permissions to other users, or make the timeline only viewable/editable by yourself
View or change permissions for each timeline at any time from the share panel
Adding members to your account
To add users to your account, navigate to the People tab and click the 'Add people +' button. You have two options for inviting users:
Invite by Email/Username: Send an invitation directly to their email or by entering their Timetoast username. Upon accepting the invitation and completing their registration, they will automatically be added as members of your account.
Use a Sign-Up Code: Provide users with a sign-up code that they can enter at the top of the plans page during registration. They will automatically join your account upon completing their registration.
Alternatively, You can also create a group within your account. Once a group is created, a group sign-up code will be generated. Share this code with individuals you wish to add to your account, and they will automatically become members of both your account and the specified group upon registration.
If you have user accounts created before March 2024 that haven't been activated yet, you will also see the "Print activation links" option. To activate these users, use the checkboxes to select them, then click "Print activation links." You'll be directed to a page where you can print their unique activation links. Please note that we have streamlined our account creation process and no longer support this feature.
As the account holder, you will automatically be listed under the People tab. The number of users you can add depends on your plan. If you’re on the free account, you won’t be able to add additional account members.
Removing users
To remove a user from your account, follow these steps:
Navigate to the "People" tab.
Select the user you want to remove by checking the corresponding checkbox.
Tap or click the "Delete" button to remove the user.
Please note that this action will permanently delete the user along with all their timelines and any other data associated with your account. However, if the user is also a member of another account, only the content they created within your account will be deleted. This action is irreversible, so please ensure you are deleting the correct user(s).
Adding groups
From your dashboard, click on the ‘Groups’ tab.
Click or press ‘Add group +’ and fill in a name for your group. Press ‘Create group’ and you will automatically be taken to your newly created group. By default you will automatically be added as a member of your new group.
You can see all the groups you’ve created, or are a member of, under the Groups tab.
Members of a group can work together to edit a timeline or just let other group members view the group timelines. See the article on giving others access to your projects for more detailed instructions.
Account-level privacy
By default, timelines can be seen and edited by all your account members. Premium account holders can make timeline projects only editable by themselves, which will hide them from their other account members in the process.
If there are account-level privacy settings on a timeline, you will see a lock next to the timeline title.
If you add account members in the future, your existing projects will be editable by them. If you don't want that, just switch those projects to only be editable by yourself before adding them.
Note, only premium plan account holders can change account-level privacy.
Allowing members to publish content
You can enable or disable the option to allow your account members the ability to publish content on the platform. Publishing content makes it publicly available to site visitors. To view and adjust this setting, visit Account > Preferences tab.
You can also adjust this for each user in your account. In the People tab, you can choose whether a user can publish, can not publish or simply has the default preferences on your account as above.
Working together on a timeline
When a user creates a timeline and shares it with a group, members in that group will be able to view that timeline under their Group timelines. (Go to the Group name under the Groups tab and click on 'View group timelines' on the right.)
If the owner of the timeline has given edit access to the group, then members of the group will be able to edit the timeline. Now, members of a group can collaborate, share ideas and work together on the same timeline.
Refer to our article on advanced features for an overview of other features available to premium account holders.