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 Can Edit Depends on Your Plan
Anyone assigned as an Editor, Manager, or Prospective Team Member works in your content. How many people can do that depends on your 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.
- Company - unlimited editors and viewers, however many companies are on the job.
On one of Plannerly's earlier plans? Your plan works as it always has, including how many editors it includes and how they are counted across your account.
Understanding Roles and Permissions
There are four primary project roles in Plannerly, plus the account-level Administrator role:
Viewer
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Can see sections within DOCS that are Shared or Published.
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Can comment on shared content.
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Unlimited and free - ideal for internal reviews or external stakeholders.
Editor
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Can edit and collaborate in both DOCS and SCOPE.
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Can update DOCS sections from In Progress to Shared.
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Can update and assign tasks in SCOPE.
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Ideal for contributors who need to work directly in your content.
Manager
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Can manage user permissions, documents in DOCS, and all SCOPE tasks.
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Only Managers can update tasks to the VERIFY status.
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Ideal for project leads, coordinators, or BIM managers.
Prospective Team Member
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Can work on assigned documents within DOCS.
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Can view In Progress sections on assigned documents.
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Can update document section statuses.
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Supports tendering workflows by allowing invited teams limited access to prepare response packages.
Administrator (Account-Level Role)
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Manages billing, subscriptions, and account-level settings.
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Can invite and manage users across workspaces.
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On one of Plannerly's earlier plans, does not count as an editor unless also assigned to a project as a Manager.
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Suitable for IT, procurement, or operations roles.
How Editors Are Counted
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On Pro and Company, there's nothing to count: editors are unlimited.
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On one of Plannerly's earlier plans that includes a set number of editors, one Editor or Manager counts once across your account.
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Even if they are added to multiple projects, they only count once.
How to Assign Users
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Go to the Project Dashboard.
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Under the Team tab, invite someone by email.
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Assign their role: Viewer (default), Editor, or Manager.
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Administrators can be assigned in Account Settings.
Need More Editors?
Bring your whole team in as editors with Pro, which includes unlimited editors and viewers - and you can try it free for 14 days, no card needed. In your account settings, open Subscription and choose Change Plan, or compare the plans on the pricing page.
Need single sign-on, custom roles or central control for your whole organization? Choose Talk to us about Company on the plans page, or ask us in the in-app chat.