Plane

Accounts can have one owner and multiple admins and managers.

How to create an admin or manager account and change access levels

Can I enable 2FA for all my admins and managers?

How to enable Two-Factor Authentication (2FA)

Can managers approve payment requests without initiating the payments?

How to set up multi-step payment approvals

Can I use Plane for more than one company or account?

How to navigate between multiple Plane profiles

Invoices for Plane fees are downloadable from your Plane account.

How to find invoices for Plane fees

View and analyze your contractor and employee data with Reports

How to run reports

Review and approve or reject expense reports from employees and contractors

How to review an expense report

Admins and managers can see details and action items for approved expenses.

How to track approved expenses

Learn how to configure time-off types for your team in Plane.

How to set up the Time Off feature

Review and take action on requests for time off

How to approve or decline time off requests

Create time-off requests for your team members

How to create a request for time off for a team member

If a payment fails, check whether you have an ACH filter set up on your bank account.

What do I need to do if my payment to Plane fails?

Billing at Plane

How to connect your business bank account to Plane

Customer bank account verification

How to record worker ethnicity

Understand how to create a department in Plane.

Managing worker department

How to fund your Plane Balance by wire

How long does it takes to add and withdraw funds from the Balance?

How to add funds to my Plane Balance

Learn how document categories have been updated and how labels are now applied in Plane.

Document label updates: What’s changed and why

Learn how onboarding projects, checklists, and tasks work together when adding new team members

Add and onboard team members

Managing account

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.