Members

Click on the Invite members button to open up the menu. The table below will list all current members of a specific project.

Choose a permission level and simply enter the user’s email address. Administrators have all rights except deleting the current project - this is a right only the main initial owner of a Planpoint account has. Editors can only edit the information contained inside the unit module. This is particularly useful for sales admin.

The member that you invited will receive an email from support@planpoint.io asking them to accept the invitation by clicking on a hyperlink. They will be required to setup their account by creating a password to login. If invited to multiple projects with the same email, they will be able to see multiple projects in the dashboard and manage them from it.