Overview
Plannerly makes it easy to collaborate with your project team by controlling who can access document sections and who is responsible for developing them.
Before sharing documents, you’ll first need to invite your team members to the project. Once they’re added, you can manage access at both the team level and the individual level.
Invite team members
To collaborate with others, start by adding them to your workspace or project team.
- Open your project.
- Add the required team members or invite new users.
- Assign each user the appropriate role.
You can organize users into multiple teams (for example, Architectural, Contractor, or Client teams) to make permission management easier.
Note: Free accounts include unlimited Viewer users and a limited number of Editor licenses. Paid plans allow additional Editor licenses based on your subscription.
Control document access by team
You can decide which teams can view each document.
- Open the Docs module.
- Select the document you want to manage.
- Click Edit.
- Choose which teams should have access to the document.
As you update the permissions, Plannerly displays color indicators showing which teams can access each document section.
This allows you to keep sensitive documentation visible only to the teams that need it while making other documents available to everyone.
Share document sections
Once a document section is ready for review, you can change its status from "In Progress" to "Shared" to begin collaborating with team members who have access to the document.
Once shared, they can:
- View the document section
- Add comments / ask questions
- Participate in the review process
Assign responsibility for a document section
You can also assign ownership of a document section to a specific team member.
For example, you can assign an Architect to be responsible for developing a particular document section. The assigned user becomes responsible for maintaining and updating that section throughout the project.
