✅ Viewer Access is Always Free
Viewers are unlimited and free on all Plannerly plans.
They can view published content and leave comments, but they can't make changes or manage tasks.
🛠 Who Counts as a "User"?
A user is anyone assigned as an Editor, Manager, or Prospective Team Member. These roles consume a paid seat on your account. The number of users you can assign depends on your subscription plan (e.g., 1 user, 5 users, etc.).
Important: Once someone is assigned a paid role on one project, they use one seat across your entire account, even if they’re added to multiple projects.
🔐 Understanding Roles and Permissions
There are four types of roles in Plannerly:
👀 Viewer
Can see sections within DOCS that are Shared or Published
Can comment on shared content
Unlimited and free — ideal for internal reviews or external stakeholders
✍️ Editor
Can edit and collaborate in both DOCS and SCOPE
Can update DOCS sections from IN PROGRESS to SHARED
Can update and assign tasks in SCOPE
Perfect for contributors who need to work directly in your content
🧩 Manager
Can manage user permissions, documents in DOCS, and all SCOPE tasks
Only Managers can update tasks to the VERIFY status
Ideal for project leads, coordinators, or BIM managers
🛠️ Prospective Team Member
- Can work on assigned documents within DOCS
- Can view IN PROGRESS sections on assigned documents
- Can update document section statuses
- This role also carries customization options
- This role - together with the prospective team access - supports the tendering workflow, allowing to invite teams with limited access to prepare tender response packages
🛠 Administrator (Account-Level Role)
Manages billing, subscriptions, and account-level settings
Can invite and manage users across workspaces
Does not consume a user seat, unless also assigned to a project as a Manager
Great for IT, procurement, or operations roles
📌 Users Are Account-Wide, Not Per Project
One Editor or Manager = one seat across your account
Even if they're added to multiple projects, they only count once
👣 How to Assign Users
Go to the Project Dashboard
Under the Team tab, invite someone by email
Assign their role: Viewer (default), Editor, or Manager
Admins can be assigned in Account Settings
💡 Need More Users?
You can upgrade your plan at any time in Account Settings → Update Plan to add more user seats.