Note: Only users designated as an Administrator can edit company information or add, delete, or edit users. Your default Administrator is the email you used to initially subscribe to The Plantium and begin your account.
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The MORE THE MERRIER! Run out of space on your existing Plantium account? No problem!
Just shoot an email with your company name and requirements to our friendly account management staff at sales@theplantium.com and they will get you set up with additional seats in no time!
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This FAQ tells you how to manage users in your Plantium account. It includes information on how to add, edit, and remove users.
Note: Only users designated as an Administrator can edit company information or add, delete, or edit users. Your default Administrator is the email you used to initially subscribe to The Plantium and begin your account.
Don’t worry! Even if a user is deleted, any projects they have created along with other work they have done will still remain.
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The Plantium allows you to create three user types: Administrators, Users, and Limited Users. Each user type has differing levels of access to account information or company projects. All user levels can add notes in the company account. All notes added to projects, lists, or plants are date, time, and name stamped.
Summary of the Administrator:
The Admin user has full access to all the features of The Plantium, and can see and edit any and all projects within the company account. You can have multiple administrator users in your company.
In addition, the admin user has the following privileges, accessible from My Account in the upper right corner of the dashboard:
Summary of the User:
The User has full access to all the features of The Plantium, and can see and edit any and all projects within the company account. A user CANNOT change account or payment information and does not have access to any user information to add, delete, or edit users. Only the admin can do that.
Summary of Limited User:
A limited user has full access to all the features of The Plantium, but they can only see projects created by their log-in, or added to the What I’m Working On section of their dashboard. They can edit, delete, add, etc. plants and lists within the project they create or is assigned to them in the What I’m Working On section of their dashboard.
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Let’s get familiar with Limited Users! Limited users, explained below, are a great way to allow certain users access only to projects you designate. Each limited user will take up one seat of your total account.
A Limited User has full access to all the features of The Plantium, but they can only see projects created by their log-in or added to the “What I’m Working On” section of their dashboard.
Any “Admin” or “User” level users in a company can see and edit projects created by Limited User.
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The What I’m Working On section of your dashboard shows all projects that you want to access regularly. The What Else is Going On section shows all the other projects at your company.
The navigation bar at the top of your Plantium page is your primary location to start new projects, create new lists, view project details, and list details without ever having to return to the dashboard!
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There are three ways to create a new list within a project.
FROM THE NAVIGATION BAR:
FROM THE DASHBOARD:
FROM THE PROJECT DETAILS PAGE:
Note: Projects displayed in the “What I’m Working On” section of your dashboard cannot be deleted. Move the project to the “What else is going on at…” section by using the “Hide from Dashboard” button.
Limited Users cannot delete a project from a company!
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The header navigation bar in The Plantium makes it sooooo easy to navigate between projects while adding plants that you MAY lose your mind! 🙂
Before adding a single plant or multiple plants, remember to choose the project and list to which you want to add plants. But don’t worry…. if you try to add plants per the directions below and you have not selected the project you are working in, The Plantium will give you a gentle reminder to pick your project!
ADD A SINGLE PLANT
OR
ADD MULTIPLE PLANTS
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Plants can only be deleted from the List Details page. From this page there are multiple ways to remove a plant:
OR
When searching for plants you can search by either scientific or common name. Follow these easy tips and tricks to find just the right plant!
Do you know the old saying ‘LESS IS MORE!’? Well, when searching for plants by name ENTER LESS OF THE NAME RATHER THAN MORE. The Plantium is powered by a large database of plants, but if it cannot find an EXACT match to what you have entered it will return no results.
Examples:
I was never very good at spelling! If you are like me and unsure how to spell the name of a plant, you can enter any portion of the name. Try entering just the portion of the name that you do know how to spell and then hit the Search Plants button.
Example:
It’s SO huge, you can only see 10 at a time! When starting to type the plant name into the input box you will see our super fancy ‘type ahead’ feature show you some plants that match your search.
Example:
Check your boxes! When executing a search the first time or starting a new search, doublecheck ALL the input boxes and clear any criteria you don’t need. Similarly, be sure to clear any names from the input box when beginning a criteria search.
Example:
If you still cannot find a plant you are looking for, be sure to email us at support@theplantium.com or go to live chat support (look for the llama) and tell us what you are looking for. If the plant is there and just listed under a very different name we can point you in the right direction OR we will add new plants for our users any time!
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The Plantium lets you search for plants using over 70 different criteria. While versatile, this can sometimes be overwhelming. Here are some tips to streamline criteria-based plant searching!
Start with Environment
Before you start selecting aesthetic or other search criteria, it is often a good idea to select all pertinent environmental criteria. This usually includes:
Search by Other Criteria in Order of Importance
Is height, leaf size, or fall color the most crucial aspect of the plant you are searching for? After you filter by environmental needs, narrow your results by choosing search criteria in the order of their importance to your envisioned design. This will more quickly lead you to a manageable set of great results!
The Plantium allows you to associate search criteria with your projects and lists. All searches executed from a project or list interface will automatically include those criteria.
You can add these criteria in the dialogue boxes when you create a new project or list, or you can add/edit them later.
To add or change the USDA zone saved to a project:
To add or change the exposure, water use, or plant type search presets for a plant list:
The Plantium allows you to save sets of search criteria for quick re-use in the future.
The Plantium allows you to compare up to 8 plants side by side.
The Plantium allows you to view a quick summary of the most important information about a plant on the search results page, and also has a Plant Details Page where you can see all the information The Plantium houses for that plant.
To access the plant details page from the image tile search results:
To access the plant details page from the list-style search results:
- Detailed Spreadsheet: This export creates a .csv file that contains a summary of all plants in all lists as well as a set of pertinent plant data. Plants in this export are grouped by plant list or by type depending on whether you are exporting a whole project or just a plant list. The .CSV file is openable with Microsoft Excel and similar programs.
- Availability Spreadsheet: This export creates a .csv file that includes just the common name, scientific name of all the plants in all the lists and detailed information on which nurseries may have this plant in stock. If no nurseries are listed then this plant may not be available in your area.
- Plant List Photos: This export creates a pdf printable layout of all the plants in your list, including the scientific name, common name(s) and images.
- Plant Cutsheets (Summary or Detailed): This export creates a printable layout for all the plants in your list that includes all the detailed plant information you choose from the check boxes.
- Charts/Graphs: This export creates a printable layout of your project charts, as well as a summary of plants shown in the charts.
Follow the steps below to add or replace images in an export from The Plantium:
To insert new images from the web:
Several browsers, including Chrome, recently updated their pop-up blockers. If you are suddenly having trouble exporting spreadsheets, it is likely they are being trapped by a pop-up blocker.
If you are using Chrome, follow these directions:
Alternately, you can click in the address bar on the blocked pop-up symbol and allow the pop-ups from there.
If you are using Edge, follow these directions:
We are proud to offer students and educational institutions full access to The Plantium app for free! If you are an educator and would like to set up an account for your entire class, please contact us at sales@theplantium.com and we’ll work with you to set up your class and provide training for you and your students.
If you would like your students to set up individual accounts, please direct them to this registration page. They will have access to their free account until they graduate. Additionally, they can transition easily to a paid account after they graduate, taking all the great information they learned in school with them into the profession!
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Even if your university does not have a Plantium account, that doesn’t mean you have to be left out in the cold! As long as you are a student in a program involving plants, plant selection, or design you qualify to subscribe to a free account until you graduate! Yup, seriously, we ARE that cool! Follow this registration link and you’ll be set up in NO TIME!
Pass this link around to your classmates and professors and have them sign up for their academic accounts as well! We can set up bulk accounts for professors to use in their classes as well.
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Learn how The Plantium Dashboard is structured, and familiarize yourself with some of the functions of the application.
Projects and plant lists are the backbone of The Plantium. Learn how to use all the many functions associated with Plantium projects.
Learn how to efficiently tackle any plant selection challenge with the Plantium’s plant search and selection tools.
Not finding what you need on our handy Support Pages?
Drop us a line!
Join us for a 15 minute web demo to learn how to leverage all the benefits of The Plantium for your company!
OR get FREE session with our plant experts to help build your next plant list.
Schedule a time that works best for you and your team below.
The Plantium Company, Inc.
435 N 8th Street | Carbondale, Colorado 81623
(970) 510-0082 | www.theplantium.com
Copyright © 2015 The Plantium Company, Inc.