Planera has four types of users: Admins, Schedulers, Members and Partners
Admins can add more users to Planera. When adding new users, they can decide what role to provide them.
Admin: Highest level of access in Planera. Can access and edit all projects. Can invite and remove users from Organization.
Scheduler: Can access and edit all projects. Can invite users to the Organization based on current Settings. Learn more
Member: Can only access projects they create or are invited to. Can invite users to the Organization based on current Settings.
Partner: External collaborators who may only access projects they are invited to. Cannot create new projects or view organization dashboards.
How to Add Users
From the Home screen, click on the "All Users" under Users and Library
Click on the 'Invite New Users' button on the top right of the screen.
Enter the email of the user you want to invite to the Organization.
Select the role from the drop-down menu and press “Send Invite”.
The invited user will receive an email and will be able to join your Organization.
Now you can add users to individual projects by Sharing the project with them. Read more here.