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Lesson 3 of 27

Add your fellow admins

This video explains how to add a second account admin, so you are never the only person who can change your Plannerly account.

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What you'll do

  1. In Account Settings, open Account Admins and select Add Administrator.
  2. Start typing a name. Someone already on your projects shows up as a suggestion - pick them.
  3. Select Invite. They are an admin straight away.
  4. For someone new to Plannerly, enter their name and email. They get an invitation and show as pending until they accept.

Why it matters

If one person holds the keys, everything waits while they are away. Every account admin is also an admin of every workspace, so they can step in on any project.

Common questions

How many admins can I have?

On Free, the account owner is the only admin. The Pro trial and Pro let you add as many as you need.

Can I remove an admin?

Yes, from the Options menu on their row. The account must always keep at least one administrator.

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