How Can I Assign Users to My Account?

In Plannerly, assigning users is simple and flexible — designed to support everything from small teams to complex, multi-project environments.

Viewer Access Is Always Free

Viewers are unlimited and free on all Plannerly plans. They can view published content and leave comments, but they cannot 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 (for example, 1 user, 5 users, and so on).

Important: Once someone is assigned a paid role on one project, they use one seat across your entire account, even if they are added to multiple projects.

Understanding Roles and Permissions

There are four primary project roles in Plannerly, plus the account-level Administrator role:

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.

  • Ideal 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.

  • Supports tendering workflows by allowing invited teams limited access to prepare 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.

  • Suitable for IT, procurement, or operations roles.

Users Are Account-Wide, Not Per Project

  • One Editor or Manager equals one seat across your account.

  • Even if they are added to multiple projects, they only count once.

How to Assign Users

  1. Go to the Project Dashboard.

  2. Under the Team tab, invite someone by email.

  3. Assign their role: Viewer (default), Editor, or Manager.

  4. Administrators 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.