Course contents27 lessons People and access · Quick check Quick check: people and access 3 questionsPass mark 66% Question 1 of 3New job, Monday start: 30 of your own people and 6 from a consultant's firm. What's the cleanest way to bring them all in? Send the project link around on Monday morning and see who turns up Your staff through Account members, consultants invited to their team All 36 invited by email, one at a time, onto a single project team All 36 added to Account members, so that nobody needs an invitation at all Choose an answer to carry on. Question 2 of 3A colleague in Account members has left, and nobody can list every project they were on, archived ones included. What's the quickest complete fix? Remove them there, ticking Also remove them from all projects in this account Change their level to No access in every workspace column of the members table Open each project you can remember and take them off its team, one by one Wait for IT to close their email account, which takes care of Plannerly too Choose an answer to carry on. Question 3 of 3A firm is bidding for part of the job and isn't appointed yet. They should see the Document tabs you assign them, but not the other teams. What do you set up? A normal team of Viewers, plus a polite request not to look around No access yet - email them PDFs until they have won the work A team with Prospective Team ticked, made normal once appointed A team of Managers, so they can see what the whole job involves Choose an answer to carry on. Back Next Pass mark 66%. Try as often as you like - your best counts. Submit answers Course complete You've finished Plannerly Admin Your certificate is ready. Before you see it - how did you find the course? Your rating 1 star 2 stars 3 stars 4 stars 5 stars Tap a star to rate A few words for other learners (optional) Get my certificate Skip - see my certificate Your review shows on the course page with your name and picture. PreviousCopy your team to the next project NextNotification rules for the whole account
