One Place

Settings / Account Management

• Introduction
• Team Account Settings
• Change Account Plan
• Change Account Options
• Update Payment Information
• Managing Users in a Team Account
• Personal Account Settings
• Personal Profile
• Changing Your Password
• Preferences
• Themes
• Contexts

Introduction

You can manage the settings for your personal and team accounts via the Settings link in the upper right hand corner of the page. When you click this link, the following menu appears with several options:

Team Account Settings

The Team Account Settings page is used to manage the settings for your team account. Note that this page is only available for team account administrators.

Account Information

The Account Information panel contains status information about the OnePlace subscription your team account is currently using.

Account Usage

The Account Usage panel contains information about the amount of data your team has created within OnePlace.

Account Actions

The Account Actions panel provides various functions for working with your team account.

• Export Tasks — Provides a way to export your team's task data to a file that can be used in other applications such as Microsoft Excel or Apple Numbers. For more information on exporting your tasks, click here.
• Edit Team Profile — Use this feature to edit address and phone information for your team account.
• Cancel Account — Cancels your team's account within OnePlace. In order to prevent accidental deletion of an account, you will be required to confirm the account deletion by typing in the word 'delete'. If you cancel your team account, you and your team members will no longer have access to any data you created or uploaded in OnePlace for your team/business.
• Change Account Plan — Upgrade or downgrade your team's current subscription plan
• Change Account Options — Purchase additional options for your team's current subscription plan, such as more file storage
• Update Payment Information — Update the credit card information your team uses to pay for its OnePlace subscription.

Change Account Plan

OnePlace offers different team plans that you can choose from to meet your needs. To change your team's plan (upgrade or downgrade), click on the Change Account Plan action, and you will see a dialog that displays the plans available for your account type. The account's current plan is highlighted in blue and listed at the top of the dialog.

Note that OnePlace will not allow you to downgrade to plans which have limits below the amount of data currently owned by the account. To downgrade to one of these plans, you must first remove enough data from the account to satisfy the limits of the plan you would like to choose.

Change Account Options

OnePlace offers some options that you can choose to tailor your current plan or payment schedule.

Update Payment Information

If you need to change your credit card information, click on the Update Payment Information action. The dialog that appears will allow you to securely submit your payment information to the online service that OnePlace uses to process credit card payments.

OnePlace uses an industry standard online service named Authorize.Net for processing all credit card payments over a secure connection using https. OnePlace does not store your credit card number in its database. It sends your credit card details to Authorize.Net where it is securely stored.

Team Preferences

OnePlace offers a couple of preferences that you can control at the team account level. These preferences apply for all users within the team account.

Managing Users in a Team Account

The Users panel provides the ability to manage the users in your team account. The dialog shown below is displayed when you click the Add button in the Users panel, and is used to add someone to your team account.

• Add User — To add someone to your team account, click the Add button. The person you add can either be an existing user who already has a personal account (but does not belong to a team account), or, someone who is not yet a OnePlace user. You add someone by specifying the email address that they use/will use to sign into OnePlace. When a new user is added to the team account, OnePlace sends an email to them letting them know they've been added to your team's account. The email will provide a link to a web page that this person will use to activate their account, and to provide information that OnePlace requires from new users (password, address, phone number, etc.).

• Edit User — You can change the permissions that a user has within the account by clicking the edit icon (pencil) next to a user's name.

• Remove User — You can remove a user from the account by clicking the remove icon (red X) next to a user's name. When a user is removed from a team account, he is also removed from the workplaces owned by that account, and is unassigned from any uncompleted work owned by the account. Note that this person will remain a OnePlace user (they still have a personal account) and will continue to have access to their personal data. They won't however have any access to data owned by your team account.

Personal Account Settings

The Personal Account Settings page is used to manage different aspects of your personal account. Each OnePlace user has a personal account regardless of whether or not they belong to a team account. To learn more about how personal and team accounts work together to represent all facets of life within OnePlace, check out this blog post on the OnePlace blog.

Account Information

The Account Information panel contains status information about the OnePlace subscription your personal account is currently using.

Account Usage

The Account Usage panel contains information about the amount of data your team has created within OnePlace.

Account Actions

The Account Actions panel provides various functions for working with your personal account.

• Export Tasks — Provides a way to export your personal task data to a file that can used in other applications such as Microsoft Excel or Apple Numbers. For more information on exporting your tasks, click here.
• Edit Personal Profile — Use this feature to edit address and phone information for your personal account.
• Change Password — Change the password you use to sign into OnePlace.
• Cancel Account — Cancels your personal account within OnePlace. In order to prevent accidental deletion of an account, you will be required to confirm the account deletion by typing in the word 'delete'. If you cancel your personal account, you will no longer have access to any personal data you created or uploaded into OnePlace.

Personal Profile

The Edit Personal Profile dialog allows you to view and modify your personal information, such as your sign-in email address, password, contact information and address.

Social Profiles

The Social tab on the Edit Personal Profile dialog allows you to input the URLs to your social media profiles, such as Facebook, Twitter and LinkedIn.

When updating this tab on your Personal Profile, complete the URL structure for each option.

For Facebook, click on the "Profile" link when logged in to your Facebook account and copy the rest of the URL after facebook.com/. Then paste it in the Facebook profile URL location on the OnePlace Edit Personal Profile dialog.

For Twitter, type in your Twitter ID after twitter.com/.

For LinkedIn, view your profile when logged in to your LinkedIn account, and copy the rest of your profile URL labeled "Public Profile" after linkedin.com/. Then paste it in the LinkedIn profile URL location on the OnePlace Edit Personal Profile dialog.

Changing Your Password

To change your password, click the Change Password action. In order to change your password, you must know (and enter) your current password. The dialog that appears explains the requirements for a password, and allows you to specify and confirm your new password.

Please refer here if you would like help on choosing a suitable password.

Preferences

The Preferences panel provides a way for you to customize OnePlace behavior to your liking. Make whatever changes you like, and then click the Save button to save your changes.

Themes

OnePlace offers a handful of different themes that you can choose from to change how OnePlace looks.

Contexts

Contexts provide a nice way to organize your tasks based on what you can get done given your current situation. For example, you can't make a phone call (and expect to be heard) while riding on a lawn mower. Likewise you can't file papers in the office when you are at home (unless of course you run a home-based business).

The Contexts page allows you to create a hierarchy of contexts that make sense for your personal work style. You can create as deep a hierarchy as you need. Once you have established your contexts, you can then assign them to your tasks. Contexts that you define are visible only to you. You can only specify contexts on tasks assigned to you.

The power of contexts shines through when viewing your scheduled tasks on the Home page. The Scheduled Tasks panel contains a Context filter, which can be used to only show scheduled tasks scheduled that have a given context. This is a very important feature for allowing you to focus on only what you can do now. In the example shown below, the user has applied a "Work" context to his scheduled work, most likely because he is in the office and doesn't care to see any non-work related tasks at the moment.