1. Invite at the Account Level
Add someone as an Account Administrator to give them access to all workspaces and all projects.
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Great for BIM managers, VDC leads, or administrators who need full visibility.
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Go to your Account Dashboard.
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Select Add Administrator within the Account tab.
Note: You must have Account Administrator permission to invite others.
2. Invite at the Workspace Level
Make someone a Workspace Administrator to give them access to all projects within that specific workspace.
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Ideal for regional leads or discipline-specific managers.
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Select the Manage button next to the Workspace Name.
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Choose Add Administrator in the Workspace Administrators tab.
3. Invite to a Specific Project
From inside your Project Dashboard, you can invite users as a:
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Manager - Full control of the project.
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Editor - Can contribute and modify content.
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Viewer - Read and comment only.
You can also organize teams by trade or discipline (for example, Architecture or MEP) and assign each member the appropriate role.
Custom Roles on Company
On the Company plan, you can create custom roles and permissions tailored to your team's needs for greater control. Custom roles already set up on one of Plannerly's earlier plans stay as they are.
Who Can Edit on Each Plan
- Free - the account owner is the only person who can edit, and everyone they invite can view the work.
- Pro - unlimited editors and viewers, in your company and in the companies you work with. Try it free for 14 days, no card needed.
- Company - unlimited editors and viewers, however many companies are on the job.
If your account is on one of Plannerly's earlier plans, it keeps the editors it already includes. Compare the plans on the pricing page.
