Adding Teammates as Add-on Users

Each Blueprint Add-on membership comes with up to 5 seats out of the box. 

You can add your teammates from the Admin menu (bottom-left of the sidebar). 

Adding their email to that user list will grant them access to the Add-on.

Team members will *not* have to subscribe to the Add-on, or go through the installation process.  

They can just install the Add-on from the G Suite Marketplace, and their email will be recognized as belonging to your team.

Note that we recommend using the Add-on in incognito mode, so that your active Google account is 100% recognized by the Add-on.  

If you require more seats for the Add-on, don't hesitate to drop us a note in live chat here or in Slack.

Sheets Add-on Setup

Buy nowLearn more
  • READ THIS FIRST 😎
  • Why use the Add-on?

Installing the Add-on

  • Install the Add-on from the G Suite Marketplace
  • Setting your License Key
  • Getting Support

Configuring your Agency Setup

  • Installation: Set your Drive Folder, Agency Name + Email
  • Importing your Existing PM Tracker
  • Copying a New Project Management Tracker
  • Adding Teammates as Add-on Users

Adding Clients + Tasks

  • Adding a Client
  • Configuring Client Subfolders
  • Copying a Project Plan
  • Adding a One-off Task
  • De-activating + Re-activating Clients

Copying + Running Templates

  • Two Types of Sheets Templates: Basic and Automated
  • Making Copies of Templates
  • Module 1.5 - Analytics Audit [NEW]
  • Module 2.1 - Website Quality Audit
  • Module 2.6 - Internal Linking Optimization
  • Module 3.2 - Keyword Research [NEW Pages]
  • Module 5.2 Local SEO Monthly Reporting
  • Bonus - The Traffic Projection Tool
  • Adding a Custom Template

Important PM concepts

  • Project management intro
  • Mapping your processes
  • Agency roles and responsibilities
  • Current org structure
  • Task - Deliverable - Actions
  • Manage Team Members
  • Using Google Drive for organization

Deep dive into the trackers

  • The Central tracker
  • The Content tracker
  • The Link tracker
  • The Client tracker

Creating project plans

  • The "Base" project plan
  • Project planning from scratch
  • Project planning for a NEW website
  • Niche project planning
  • Updating project plans
  • Integrating project plans