Plannerly roles keep collaboration clear - so the right people can contribute, and the right people can control.

Plannerly User Roles - Managers, Editors, Viewers, and Prospective

This guide explains what each role can do in Plannerly and how they work together across Docs, Scope, Verify, and the File Manager.

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Manager

Managers have the highest level of access. They can:

• 🔑 Control permissions and project settings
• 👥 Manage teams and invite members
• 📄 Manage user permissions, documents within Docs, and all Scope tasks
• ✅ Only Managers can update a task to the Verify status
• 📊 Keep full visibility across Docs, Scope, Verify, and File Manager

"Managers set the rules."

"Managers keep structure consistent."

"Managers protect the workflow."

Enterprise flexibility: If you are a Manager on an Enterprise plan, you can also create custom roles to match Plannerly permissions to your company workflows.

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Editor

Editors are hands-on contributors. They can:

• 📄 Collaborate on any section in Docs or task in Scope
• ✍️ Edit content, add comments, and assign tasks
• 🔄 Update document sections from In Progress to Shared
• 🔗 Manage linking rules and update statuses (with some restrictions compared to Managers)
• 🤝 Typically external team members you want to actively collaborate with

"Editors do the work."

"Editors move tasks forward."

"Editors collaborate inside the structure."

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Viewer

Viewers have read-only access with limited interaction. They can:

• 👓 Only see Docs sections that are Shared or Published
• 💬 Comment on shared content
• 📖 Reference project documents and scope (many plans include unlimited Viewers)
• 🚫 Cannot edit or manage settings

"Viewers stay informed."

"Viewers give input safely."

"Viewers cannot accidentally change content."

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Prospective

Prospective users have the most limited role. They can:

• 👓 Only see content specifically assigned to them
• 🚫 Cannot edit or manage anything
• ✅ Useful for external reviewers or team members being onboarded

"Prospective is a safe preview."

"Prospective limits access by design."

"Prospective helps onboarding stay controlled."

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How collaboration works

In most projects, roles work together like this:

• Managers set up the project, permissions, templates, and rules.
• Editors create and refine content, complete tasks, and collaborate actively.
• Viewers review what is shared or published and provide comments without editing.
• Prospective users see only what is assigned, keeping early collaboration controlled.

This layered approach ensures everyone knows their role and contributes effectively, while the project stays organized and secure.

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Need help?

Want to see these roles in action? Head over to our Training Page to learn step-by-step how Managers, Editors, Viewers, and Prospective users collaborate in Plannerly.