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 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

  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. 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.