To enhance team collaboration, Workspaces can have multiple members contributing to it. Here you can learn more about Workspaces and Brands.
Members can have varying levels of access, depending on the role they’ve been assigned, and they are:
Owner - permission to invite new team members, create, edit, schedule & post media, upgrade and downgrade the Workspace subscription, purchase add-ons
Admin - can add/remove team members and social accounts. Has full permission to create, edit, schedule, and post media
Editor - has full permission to create, edit, schedule & post media
Viewer - this person can view account content but won't be able to create, edit, schedule, or post media
To add a member, the Workspace Owner needs to:
Click the Profile Icon (top right-hand side)
Click ‘Settings’, ‘Manage Workspace’, 'Your Team'
Here, they will be prompted to add the following details:
Name
Email address (this needs to be valid)
Access (outlining which social account they are invited to become members of)
Role (determining the level of access they can have)
If you’re inviting someone who is completely new to Plann, they will receive an email invitation with a link. Then, they will be prompted to create an account with Plann.
If you’re inviting someone who already has an account with Plann, you will need to invite them using the email address associated with their Plann account.
From there, they will simply need to log in using that same email address and the new Workspace will appear in their list of Workspaces (top right-hand side)
Removing Members
To remove a member from your Workspace, simply select ‘Remove’ under their name.
Once they have been removed, they will no longer be able to access the Workspace.
Check out this quick video to walk through the steps above.
If you have any questions or need a hand, please contact support.