Plannerly Roles and Permissions: Preview Your Project as a Viewer

Step-by-step guide: https://help.plannerly.com/en/article/1-permissions-viewer-editor-manager
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/

Give everyone full access and mistakes happen; lock everything down and your inbox fills with requests. Learn how to set permissions for Manager, Editor, Viewer and Prospective roles in Plannerly, then check the result with Save and view as role.

In this video:
0:00 The four roles
0:17 Roles and Permissions
0:31 View as role
0:43 Custom roles

Next: How to Set Up Project Teams in Plannerly: https://youtu.be/tKgrzNBXqPo
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/

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