Viewer or editor: which one you have

The same schedule, five seats: a link, a plan’s viewer, the editor, a member who can only look, and an updater.

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The same schedule, five seats: a link, a viewer, an editor, a member who can only look, and an updater. Which are you?

A link and no account: the badge says View only, and there is no Export menu. The owner may put a password on it: type it, and press View schedule.

A Basic or Pro plan gives the viewer, signed in, with an Export menu the link never has. Export holds Excel Gantt, the 3-week look-ahead, and Print to PDF. The link has none of them.

But no editing: in the Files menu, New schedule carries a lock. The Scheduler add-on adds Edit beside View on a schedule’s row.

Edit opens the Scheduler in its own window, menus and all: the rest of this series. A folder member who cannot write sees it all; the status bar says Read-only, you have view access.

The editing commands are all there, greyed: looking is allowed, touching is not. An updater gets a link by email: their own activities, dates to fill in, submit. No account.

If the add-on ends, nothing is deleted: schedules are kept and open read-only. Resubscribe brings editing back. Account, then Plan: the Scheduler add-on includes up to 500 updaters, at no extra charge.

Five seats, one table: the link looks, the viewer exports, the editor changes, the member looks, the updater answers.

That was the five seats. Next in the Guide: adding the Scheduler, and what it unlocks.

Taken from the video’s English captions.

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