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Adding Users to your Organization
Adding Users to your Organization

How to add new users to the organization for collaboration

Updated over a week ago

Planera has two types of users: Admins and Members.

Admins can add more users to Planera. When adding new users, they can decide what role to provide the new users.

  1. From the Home screen, click on the 'Users' tab.

  2. Click on the 'Invite New Users' button on the top right of the screen.

  3. Enter the email of the user you want to invite to the Organization.

  4. Select the role (Member or Admin) from the drop-down menu and press 'Send Invite.'

  5. The invited user will receive an email and will be able to join your Organization.

  6. Now you can add users to individual projects by Sharing the project with them. Read more here.

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