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Knowledge Base

Managing Your Company and Account Settings

How do I update my company information?

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.

  1. Click on My Account  Account Icon  in the upper right hand corner of the app, and select Manage Account to bring up the Manage Account Panel.
  2. Edit the company details as desired.
  3. When you are done, click “Save Changes” in the lower left-hand corner to save the updates, or choose “Cancel” to discard your changes.

HAPPY PLANTING!

How do I upgrade to more users on my account?

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!

HAPPY PLANTING!

How do I add, edit, or remove users in my company?

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.

  1. Per the note above, be sure to log in as an account Administrator level user. If that’s not you, then you’d better march down the hallway and find the RIGHT person!
  2. Click on My Account  Account Icon  in the upper right hand corner of the app, and select Manage Account to bring up the Manage Account Panel.
  3. The lower portion of the Manage Account Panel displays all users on the account. Select the Add User button to bring up the Add User Panel, where you can input information for a new user and set their user privileges. To learn more about the various types of user privileges, click here.
  4. To edit or delete an existing user, click their name in the list of all company users to bring up the Edit User Panel. From here you can edit a user’s name, title, password, and privileges, as well as delete the user.

Don’t worry! Even if a user is deleted, any projects they have created along with other work they have done will still remain.

HAPPY PLANTING!

What are The Plantium users types?

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  Account Icon in the upper right corner of the dashboard:

  • Add or delete users.
  • Edit user information including passwords.
  • Alter the company information.
  • Alter the company subscription status.

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.

  • A limited user cannot delete any projects within the company.
  • Any “Admin” or “User” level users in a company can see, edit, and delete projects created by Limited Users.
  • To learn more about how to manage limited users and their projects, click here.

HAPPY PLANTING!

What is a limited user?

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.

What is a 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.

Any “Admin” or “User” level users in a company can see and edit projects created by Limited User.

How do I Create a Limited User and assign projects?

  1. Log in as an Admin user.
  2. Click on My Account Account Icon in the upper right corner of the dashboard, and select Manage Account.
  3. Click the Add User button, enter the user information, and select User under the User Level. Then click Add New User to save.
  4. Log out, and log back in as the new user. Move the ONLY the project(s) you want them to see to the What I’m Working On section of their dashboard.
  5. Log out, and log back in as an Admin user. Click the My Account Account Icon, and select Manage Account.
  6. Click the name of the new user, and change their user level to Limited User under the User Level. Then click Update User to save.
  7. You can log back in as the limited user and verify that they should only have three modal boxes on their dashboard and they should NOT have a modal labeled What else is going on at [Company Name].
  8. You can now share the log-in information with your limited user. They will be able to see and edit the projects you have designated, but no other projects in your company,

What are the potential uses of Limited User log-in?

  • Create limited user log-ins for contractors, designers, or clients you would like to work with on plant selection. They can comment on your plants and lists and even choose substitutions right in The Plantium! No more faxing highlighted plant lists, hooray!
  • OR provide a limited user login to a contractor, designer, or nursery, and allow them to create projects themselves, knowing that you will be able to view and collaborate on any projects they create.
  • If it is a one-time collaboration, delete the limited user when the project is complete, thus freeing up the seat for others. Don’t worry, any projects they have created will stay in your system!

HAPPY PLANTING!

Working with Projects and Favorites Lists

How do I show or hide projects on my dashboard?

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.

  1. You can move a project from What Else is Going On to What I am Working On by selecting “Show on Dashboard” to the right of the project name.
  2. You can remove projects from What I am Working On by selecting “Remove from Dashboard” to the right of the project name.
How do I create a new project?

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!

  1. From the navigation panel at the top of the page, select Start New Project.
  2. This will bring up the New Project Form where you can enter the project name and number (if applicable), as well as the address, description, and USDA Hardiness zone. The hardiness zone specified here will be applied to all searches started from the project or list pages.
  3. Click Next to continue the process of making one or more lists in your project.
  4. New projects you create will automatically be added to your What I’m Working On panel and be available in the drop-down list in your navigation bar.

HAPPY PLANTING!

How do I create a new list within a project?

There are three ways to create a new list within a project.

FROM THE NAVIGATION BAR:

  1. Select the project to which you wish to add a list.
  2. Click Build New List. This will bring up the New Plant List form.
  3. Fill out pertinent information about the list you want to create.
  4. Save your new list or add another. Once complete you can view the project details OR start adding plants.
  5. Check out the picture.

FROM THE DASHBOARD:

  1. Click Add New List to the right of the project name for any project displayed in What I am Working On to bring up the New Plant List form where you can specify the list name, description, and list search defaults.
  2. Fill out pertinent information about the list you want to create.
  3. Save your new list or add another. Once complete you can view the project details OR start adding plants.
  4. Check out the picture.

FROM THE PROJECT DETAILS PAGE:

  1. Click Add Plant List just below the project information graphs to bring up the New Plant List form.
  2. Check out the picture.

How do I delete a list?
  1. Locate the list on the Project Details page.
  2. Click “Delete List” to the far right of the list name
  3. Click “Yes” to permanently delete the list, or “No” to cancel. BE AWARE THAT A LIST CANNOT BE RETRIEVED ONCE DELETED.
How do I delete a project?

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.

  1. Locate the project in the “What else is going on at…” section of your dashboard.
  2. Select “Delete Project” to the right of the project name.
  3. Click “Yes” to permanently delete the project, or “No” to cancel.
  4. This will delete the project from the entire company. BE AWARE THAT A PROJECT CANNOT BE RETRIEVED ONCE DELETED.

Limited Users cannot delete a project from a company!

HAPPY PLANTING!

How do I edit the information for a project?
  1. From the Project Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit Project Information form, where you can edit the name, number, location, or description for a project, as well as set the project USDA zone.
  3. Click Save Changes.

HAPPY PLANTING!

How do I edit the information for a plant list?
  1. Go to your Project Details page.
  2. Choose the list you want to edit and click List Details.
  3. From the List Details page, click on the Edit icon Edit Icon in the upper right corner.
  4. This will take you to the Edit List Information form, where you can edit the list name and description as well as add default search criteria.
  5. Click Save.

HAPPY PLANTING!

How do I copy a list within a project?
  1. From the Project Details page, click “Copy List” to the right of the list you wish to duplicate.
  2. This will create a duplicate of that list in the same project called “Copy of [original list name]”.
  3. The list name can then be changed using the EditEdit Icon button in the top left of the List Details page.
How do I add a plant to my list?

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

  1. Choose the project and list you are working in at the top of the page (see picture above).
  2. (In Grid View) Hover your mouse over the image of a plant on the Search Results page and click the “+”
  3. (In List View) Click “Add to List” in the search results tile.
  4. Note the confirmation box will tell you if some plants already exists in your list and will confirm that the plants were added. If this confirmation box does not appear then the plants were not added to your list. From this confirmation box you can close and continue searching for plants, view the list you have been working in, or go to your overall dashboard view.

OR

  1. Choose the project and list you are working in at the top of the page (see picture above).
  2. From the Plant Details page, Click  “Add to Plant List”
  3. Note the confirmation box will tell you if some plants already exists in your list and will confirm that the plants were added. If this confirmation box does not appear then the plants were not added to your list. From this confirmation box you can close and continue searching for plants, view the list you have been working in, or go to your overall dashboard view.

ADD MULTIPLE PLANTS

  1. Choose the project and list you are working in at the top of the page (see picture above).
  2. From the Search Results page, click the check boxes next to the names of plants you wish to add.
  3. Click “Add Selected to List” in the upper right-hand corner of the search results.
  4. Note the confirmation box will tell you if some plants already exists in your list and will confirm that the plants were added. If this confirmation box does not appear then the plants were not added to your list. From this confirmation box you can close and continue searching for plants, view the list you have been working in, or go to your overall dashboard view.

HAPPY PLANTING!

How do I delete a plant from a list?

Plants can only be deleted from the List Details page. From this page there are multiple ways to remove a plant:

Remove Plant Using Graph Interface

  1. On the List Details page, click on any portion of a graph, or click on the headings to the right of the graph.
  2. Click the red “x” Remove Plant Icon next to the plant name.
  3. This will remove the plant from the list and automatically update all graphs.

Remove Plant Using Delete Function

  1. On the List Details page, click “Delete” next to the name of the plant you wish to remove.
  2. To delete multiple plants at once, click the checkboxes next to the plants to be removed,then click “Delete Selected” at the top of the plant list section.
How do I add a plant to my Favorites?
  1. (In Grid View) Hover your mouse over the image of a plant on the Search Results page and click the heart.
  2. (In List View) Click “Add to Favorites” in the search results tile.
  3. This will bring up the Add to Favorites dialogue, where you can choose the project and list to which the plant should be added.

OR

  1. From the Plant Details page, Click  “Add to Favorites”.
  2. This will bring up the Add to Favorites dialogue, where you can choose the project and list to which the plant should be added.

Searching Plants/ Search Tips and Tricks

How do I search by plant name?

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:

  • Instead of searching Big Sky Echinacea Harvest Moon just search for Big Sky
  • Instead of searching for Summer Wine Ninebark just search for Summer Wine

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:

  • If you are searching for Symphyotrichum novi-belgii ‘Wood’s Light Blue’, but are unsure of the spelling, you can enter any portion of the name to access the plant. For example:
    • Light Blue
    • novi-belgii
    • Even just Symp

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:

  • Start typing echin, the search results will begin populating (below the search box) varies species with the letters echin in their name. However, it will only show ten of these plants.
  • This is not the entire list of plants with echin in their name
  • Hit Search Plants (or press Enter) and you’ll see ALL the plants with those letters in their name. So, if you are looking for ALL the echinacea in our database this is the best way to do that!

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:

  • I typed echinacea in the name box but I left the exposure box with Full Shade.
  • The Plantium will return 0 results, because it is looking for an echinacea that will grow in full shade! No such plant!
  • Clear the exposure box and execute the search again and POOF! there’s all your echinacea! Awesome….. just awesome.

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!

HAPPY PLANTING!

 

 

Searching by Criteria

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:

  • USDA Zone
  • Exposure
  • Water use

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!

Setting Project and List Search Defaults

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:

  1. From the Project Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit Project Information form, where you can set or edit the project USDA zone.

To add or change the exposure, water use, or plant type search presets for a plant list:

  1. From the List Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit List Information form, where you can set or edit the exposure, water use, and plant type search presets.
How do I save a search? (Create a Quick Search)

The Plantium allows you to save sets of search criteria for quick re-use in the future.

  1. Select all the search criteria you wish to save via the Search Criteria panel.
  2. Click the Quick Search icon Edit Icon in the upper right corner of the search results window.
  3. Enter a name to help you identify the search for later use.
  4. The search will now appear in the Quick Search Pane of your Dashboard. Simply click the search name to re-execute the search using the saved criteria.

 

How do I compare plants?

The Plantium allows you to compare up to 8 plants side by side.

  1. Select at least 2 or up to 8 plants using the check boxes in the upper left corner of the Search Results Tile.
  2. Click the “Compare Plants” button in the upper right corner of the search results window.
  3. This will display the plant compare window showing specific characteristics of the plant side by side in table format.
  4. Use the icons above the plant name next to remove a plant from comparison, add a plant to a favorites list, or add a plant to a project.

 

 

How do I view detailed information for a plant?

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:

  1. Hover your mouse over the image and click the “i” that appears in the upper right corner.

To access the plant details page from the list-style search results:

  1. Click on the “View Details” link to the right of the plant name.
  2. OR click on the plant image.

Exporting Lists and Plants

How do I export my plant lists and charts?

All Lists in a Project, and Project-Level Charts

  1. Click the Export button on the Project Details or List Details page.
  2. You can export your project lists in the following formats:
  • 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.

Single List Export and List-Level Charts

  1. Click the Export button on the List Details page.
  2. The same export formats as listed above are available, but include information for that list.
How do I add or replace images in an export?

Adding or Replacing Images in an Export

Follow the steps below to add or replace images in an export from The Plantium: 

  1. Use the “Export” link on the project or list details page to generate your desired export.
  2. Download the export to your computer, and open the file with Acrobat.
  3. If you have Acrobat Pro, you can use the Edit Object tool to delete any images in the export you do not want (View>Tools>Content, then select the Edit Object tool)

To insert new images from the web:

  1. Right click on the desired image in your browser and select “Copy Image”.
  2. Click anywhere in your PDF and push CTRL + V to paste the image into your document.
  3. If you are using Acrobat Pro, you may have to select the Pan tool in your PDF (the hand icon) prior to pasting.
  4. If pasting directly from your browser does not work, you may have to save the image to your computer and copy and paste from there.
  5. After pasting, click on the image to access the resize handles.

 

Why won’t my spreadsheets export?

Why won’t my spreadsheets export?

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:

  1. On your computer, open Chrome.
  2. At the top right, click More  Settings.
  3. At the bottom, click Advanced.
  4. Under “Privacy and security,” click Content settings.
  5. Click Popups.
  6. Add https://app.theplantium.com to your allowed sited.

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:

  1. Log-in to your Plantium account.
  2. From the Project Details page, export either the detailed spreadsheet, or availability spreadsheet.
  3. A notification will appear at the bottom of your browser window that Microsoft Edge blocked a pop-up.
  4. Click “Always Allow” to prevent edge from blocking any of your further exports.

The Plantium for Academic Use

How do I get a free Plantium account for my university?

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!

STUDENT REGISTRATION

HAPPY PLANTING!

 

My university does not have a Plantium account, can I still have free access?

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!

STUDENT REGISTRATION

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.

HAPPY PLANTING!

 

 

 

Minimum System Requirements


The Plantium is a browser based online application that works on any desktop or tablet OS with an internet connection. There are no additional files to download/install! You can access The Plantium just as you would any other webpage.
The Plantium supports the following internet browsers, and performs best when you browser is up-to-date. Click the links below to see if you need to update your browser!
Chrome
Internet Explorer
Firefox

Screen resolutions of 1024px or wider is recommended.

Video Tutorials


Intro To The Dashboard

Learn how The Plantium Dashboard is structured, and familiarize yourself with some of the functions of the application.

How-To: Manage Projects

Projects and plant lists are the backbone of The Plantium. Learn how to use all the many functions associated with Plantium projects.

How-To: Search Plants

Learn how to efficiently tackle any plant selection challenge with the Plantium’s plant search and selection tools.


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