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, or administrators. Owners can also 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, and approve and schedule payments.
Managers have limited access to your account. They can only see and approve payment requests and expenses of their direct reports. Optionally, you can give them permission to make payments to contractors, but only to the ones they manage. They won’t be able to see the payment history of anyone else.
If you invite someone as a manager but don’t assign them 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:
Click on 'Add new admin' or 'Add new manager' and enter their email address and name.
They'll get invited to create an account on Plane.
To remove an admin or a manager or to resend an invitation, click on the three purple dots to the right of the team member.
To promote a manager to an admin, demote an admin to a manager or remove an admin:
If you'd like to promote a manager, click on the three purple dots to the right of the manager. Click 'Promote to admin.'
If you'd like to demote an admin, click on the three purple dots to the right of the admin. Click 'Demote to manager.'
If you'd like to remove an admin, click on the three purple dots to the right of the admin. Click 'Remove admin.'
Note that only the account owner can promote, demote or remove team members.
To assign managers to team members:
Under the People menu, go to the Team tab.
Select the contractor to whom you'd like to assign a manager.
Click on 'Edit' in the top right corner and select the manager in the Manager dropdown menu.
If you wish to bulk-assign many contractors to one manager get in touch with us at firstname.lastname@example.org.
To transfer account ownership:
Click on the three purple dots to the right of the admin to whom you'd like to transfer ownership.
A window will open letting you know 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.