Plann Workspaces make it easy for teams to collaborate on content creation, scheduling, and posting. Depending on your plan, you can invite additional members to your Workspace and assign roles with different access levels.
Important: Linktree plan limitations
If you access the Social Planner through your Linktree subscription, please note:
You’ll only have access to one user seat.
Purchasing extras (additional brands or users) is only available to customers who signed up directly through plannthat.com.
Extras can’t be purchased through a Linktree subscription.
To see what’s included with your Linktree plan, please click here.
If you need more users or brands, reach out to support@plannthat.com and our team will guide you through your options.
Workspace Roles and Permissions
Each Workspace can have multiple team members collaborating, with roles that determine their level of access:
Role | Permissions |
Owner | Can invite new team members, create/edit/schedule/post media, manage billing, upgrade or downgrade the Workspace subscription, and purchase add-ons. |
Admin | Can add/remove team members and social accounts. Has full permission to create, edit, schedule, and post media. |
Editor | Can create, edit, schedule, and post media. |
Viewer | Can view Workspace content but cannot create, edit, schedule, or post media. |
How to Add Team Members
Only Workspace Owners can invite new members.
To add a team member:
Click your Profile Icon (top right-hand corner).
Select Settings.
Click Your Team.
Enter the following details:
Name
Valid email address
Access level (which social accounts they’ll manage)
Role (Owner, Admin, Editor, or Viewer)
If they’re new to Plann: They’ll receive an invitation email with a link to create their account.
If they already have a Plann account: Invite them using the same email address linked to their Plann profile. Once they log in, the new Workspace will appear in their list of Workspaces (top right-hand corner).
How to Remove Team Members
To remove someone from your Workspace:
Go to Settings → Your Team.
Find the member’s name.
Click Remove.
Once removed, they’ll no longer have access to your Workspace.
Tip: Collaborating Across Teams
Workspaces allow multiple team members to contribute seamlessly. Everyone added to a Workspace can share access to the same Brands, social accounts, and timezone settings, ensuring posts are created, scheduled, and analyzed consistently across the team.