What's the difference in privileges between owners, administrators, and managers?
Every account can only have one Owner, and only the owner can invite other admins/administrators and transfer account ownership to another admin.
Admins have essentially the same privileges as the account owner, except for the ability to invite other admins or to transfer account ownership. For example, admins can update company details, invite new contractors, invite managers, and approve and schedule payments.
Managers have limited access to the company account. They can only see and approve payment requests and expenses of their direct reports. Optionally, the owner or admin can give a manager permission to make payments to the manager's direct reports. They won’t be able to see the payment history or personal details of anyone else.
If a manager is not assigned to any of your team members, they won’t be able to complete any actions in the Plane platform.
To invite a new admin or manager:
Go to the Access tab under the People menu.
Click Add new admin or Add new manager, then enter their email address and name. They'll get invited to create an account on Plane.
💡 Tip: To resend an invitation, click on the three purple dots to the right of the team member and select the desired option.
To promote a manager to an admin, demote an admin to a manager, or remove an admin:
Go to the Access tab under the People menu.
If you'd like to change a manager to an admin, click on the three purple dots to the right of the manager, then click Promote to admin.
If you'd like to change an admin to a manager, click on the three purple dots to the right of the admin, then click Demote to manager.
If you'd like to remove an admin, click on the three purple dots to the right of the admin, then click Remove admin.
💡 Please note: Only the account Owner can promote, demote, or remove team members.
To assign a manager to a team member:
Go to the Team tab under the People menu.
Select the contractor or employee to whom you'd like to assign a manager.
Click the Employment tab and scroll down to the Department/Manager section.
Click the pencil icon on the right.
Click the arrow in the Manager's field to open the drop-down list of existing managers.
Click the manager's name, then click Save.
💡 Please note: If you wish to bulk-assign many contractors or employees to one manager, contact the Support Team at support@plane.com.
To transfer account ownership:
Go to the Access tab under the People menu:
Click on the three purple dots to the right of the admin to whom you'd like to transfer ownership.
A pop-up window will inform you that you are about to transfer ownership to the admin. Click the "Transfer ownership to [team member]" button to confirm the transfer.
Both the person who initiated the transfer and the new owner will receive an email confirming that the transfer has been completed.
💡 Please note: Only the account Owner can transfer the account ownership.
Questions? We’re here to help! You can find more of our guides here, reach out to us at support@plane.com, or use Plane's in-app chat.