View and manage plans in your Code42 environment from Plans. Access to plans in the administration console is determined by your user role in your Code42 environment, not your member role within the plan.
To interact with plans as a plan member, use the SharePlan web app.
The Plans Overview displays a list of all plans you have access to view. By default, only active plans are displayed.
|a||Action menu|| |
Lists commands available in the Plans Overview.
|b||Add plan||Creates a new plan.|
|c||Select all||Selects or deselects all plans in the list.|
Plan name. Selecting the plan name displays the plan's details.
|f||Users||Number of users participating in the plan. Selecting the number displays the plan's details.|
|g||Devices||Number of devices syncing with the plan. Selecting the number displays the plan's details.|
|h||Organization||The plan's organization. Selecting the organization displays the plan's details.|
Total amount of disk space used by files in the plan. Selecting the number displays the plan's details.
The date when the plan's details were last updated. Selecting the date displays the plan's details.
Changes to files or folders within a plan do not change the Updated date.
|k||Active||(Version 22.214.171.124 and earlier) Displays whether each plan is active or deactivated.|
|Show Active||Displays only active plans. Only available when viewing deactivated plans.||a|
|Show Deactivated||Displays only deactivated plans. Only available when active plans are displayed.||d|
|Activate||Activates a deactivated plan. Only available when viewing deactivated plans.|
|Add User||Adds a user to the selected plans. Users can only be added to multi-user plans.|
|Export All||Exports a list of plans as a comma-separated value (CSV) file. If no item is selected, all items in the list are exported.||x|
|Prints a list of the selected plans. If no plan is selected, all plans in the list are printed.||p|
Users can only be added to multi-user plans. You cannot add another user to a personal plan.
|a||Search users||Searches for users. Enter the first few letters of the first or last name of the person you want to add. Matching names appear below as you type.|
|b||Users||Lists users in your Code42 environment that are not members of this plan. Select a name to add the user to the plan. Holding down the shift or command/control key to select and add multiple users at once.|
|c||Role||Specifies a member role for the new user(s).|
|d||Cancel||Returns to Plans Overview without adding new users.|
|e||Add||Adds selected user(s) and returns to Plans Overview.|
Export all visible list items to a CSV file by selecting the action menu and choosing Export All.
|planUid||Globally unique identifier for this plan.|
|name||Name of this plan.|
|orgId||Identification number of the organization associated with the plan.|
|Organization||Name of the organization associated with the plan.|
|userCount||Number of users in the plan.|
|deviceCount||Number of devices syncing with the plan.|
|modificationDate||Date when the plan's details were last updated. Changes to files or folders within a plan do not change the Updated date.|
|lastMaintenanceDate||Date when archive maintenance was run on the plan's archive.|
|active||Indicates if the plan is active or deactivated.|
|totalArchiveBytes||Total amount of disk space used by files in the plan.|
All plans created from the administration console are multi-user plans.
Select an organization
|a||Search organizations||Searches for an organization. Enter the first few letters of the organization name. Matching organizations appear below as you type.|
|b||Organization||Lists organizations in your Code42 environment. Select the organization to own this plan.|
|c||Cancel||Returns to Plans Overview without adding a new plan.|
|d||Select||Selects the organization and continues to enter a plan name.|
|a||Plan Name||Defines the name for the new plan.|
|b||Cancel||Returns to Plans Overview without adding a new plan.|
|c||Add||Creates a new plan within the selected organization and returns to Plans Overview.|
|a||Plan Name||Name of this plan.|
|b||Plan GUID||Globally unique identifier for this plan.|
|c||Action menu||Lists actions that can be applied to this plan.|
|d||Type||Distinguishes between personal and multi-user plans.|
|e||Users||Number of users in the selected plan.|
|f||Devices||Number of devices syncing with the plan.|
|g||Date Created||Date of plan creation.|
|h||Individual Details||Displays individual devices and users associated with this plan. Individual details are described in depth in the Devices and Users sections of this reference guide.|
|Edit...||Renames the selected plan. |
Note: Renaming a plan does not alter the name of the plan folder within the file system of a user's device already synced with the plan. The name change will only be visible from the SharePlan app or if the user leaves and rejoins the plan.
|Add Users...||Adds users to selected plan. You can only add users to multi-user plan types.||n|
|Activate||Activates the selected plan. Only applicable to deactivated plans.|
Deactivates the selected plan and deletes all associated data.
Deactivated plan data cannot be recovered after it expires from cold storage, even if the plan is reactivated.
|Print...||Prints the current detail display (including Devices or Users).||p|
Select a plan from the Plans Overview to see details about its devices.
|a||Devices||Displays plan Devices (this view).|
|b||Users||Displays plan Users.|
|c||Device list||Lists devices associated with this plan. Select any device name to view the Device Details.|
Select a plan from the Plans Overview to see details about its users.
|a||Devices||Displays plan Devices.|
|b||Users||Displays plan Users (this view).|
|c||User list||Lists users associated with this plan. Select any user name to view the User Details.|
|d||Role||Member role for each user.|
|e||Remove user (x)||Removes the user from this plan. |
Note: You can only remove users from multi-user plans.
|a||Search||Searches to locate a list of plans.|
|b||Search query||The search term used to locate these plans.|
|c||Plans list||Displays the plans that match this search.|