Do you use Plane for more than one company, or have multiple Plane accounts for your company’s legal entities? You can have multiple profiles on Plane using a single login, so you can easily switch between different company accounts. This feature is available for administrators and managers, such as accountants, who work for multiple companies or companies with multiple entities, as well as for contractors and employees who work for more than one company.
Administrators and managers:
Administrators who would like to create a new company account for use with multiple profiles, please contact Plane at support@plane.com for assistance.
When administrators and managers with existing accounts are added to a company, they will automatically be able to use their existing account login details to access the new company’s profile.
To switch between company profiles:
Click the company name on the upper left corner of the account.
Click the name of the company profile that you would like to switch to.
If you also use Plane as a contractor or employee, you will also be able to switch to those profiles by clicking the company name in the upper-left corner of your account and choosing the profile that you would like to change to.
Contractors and employees:
For more information on how contractors and employees can navigate multiple profiles, please see this article.
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.