What's the difference in privileges between owners, administrators, and managers?
Owners and admins
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 account owners, except for the ability to invite other admins or to transfer account ownership. Both owners and admins have access to all organizational data and settings. For example, they can update company details, invite new contractors, invite managers, and approve and schedule payments.
Managers
Managers have limited access based on their assigned role and have visibility into information for their direct reports only. For example, managers can view and approve payment requests exclusively for their direct reports. There are three different manager roles with different levels of permissions.
Role | Permissions (for direct reports) |
Standard manager |
|
Payments manager |
|
Full-access manager |
|
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
Specialized roles
In addition to the manager roles, two more specialized roles are available for manager accounts.
Role | Permissions |
Payment request reviewer | Approve contractor payment requests under a specified manager or department |
Payments manager | Read-only access to all organizational data and settings |
How to manage roles and permissions
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. For managers, assign the appropriate role. 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.
💡 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.
💡 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.