Video
How to Add Staff to All Plannerly Projects Without Email Invites
About this video
Step-by-step guide: https://help.plannerly.com/en/article/account-members-give-your-staff-default-access-to-projects
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Inviting your own staff to every project one at a time is slow, and someone always ends up with the wrong access. See how the Account members directory gives each person a default team and workspace access, with no invitation emails. Access gets decided once, by the people responsible for it.
In this video:
0:00 Slow invitations problem
0:11 Account members directory
0:32 Join as a Viewer
Next: Plannerly Roles and Permissions: Preview Your Project as a Viewer: https://youtu.be/IHZO1c3jSWg
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s
Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
Try it free: https://plannerly.com/
Free training: https://plannerly.com/training/
Help Center: https://help.plannerly.com/en/
LinkedIn: https://www.linkedin.com/company/plannerly
Instagram: https://www.instagram.com/plannerlyAEC
#BIM #ISO19650 #Plannerly
Featured in
Where this video is used
Video · 1:01Plannerly Accounts, Workspaces and Projects Explained
Step-by-step guide: https://help.plannerly.com/en/article/accounts-workspaces-and-projects-in-plannerly-explained Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:47How to Add Your Logo and Colors to Your Plannerly Account
Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-your-company-logo-and-colors-to-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:49How to Add a Second Admin to Your Plannerly Account
Step-by-step guide: https://help.plannerly.com/en/article/how-to-add-another-account-admin-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:54How to Group Projects into Workspaces in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/66-how-to-create-a-new-workspace-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 0:55Plannerly Pro or Company? Choosing the Right Plan for Your Team
Step-by-step guide: https://help.plannerly.com/en/article/51-how-much-does-plannerly-cost Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/
Video · 1:00How to Set a Default Page Size and Margins in Plannerly
Step-by-step guide: https://help.plannerly.com/en/article/set-company-page-size-margins-and-text-styles-in-plannerly Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/