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Controlling Who Can Invite New Users to the Organization
Controlling Who Can Invite New Users to the Organization

Invite Permissions to organization

Updated over a week ago

Planera has two user types in an organization: Admins and Members. By default, only Admins can invite new users to the organization. This setting can be modified in the 'Organization Settings' found in the profile dropdown menu.

How to Manage Who Can Invite Users to Your Organization

  1. From the Home screen, go to the profile dropdown in the top right corner.


  2. Click on ‘Organization Settings’ from the menu


  3. Navigate to the permissions tab


  4. By default, "Admin Only" is selected for who can invite new users to the organization.


  5. Click the dropdown and select 'All Members' to change permissions for inviting new users to the organization.


  6. Click ‘Save Changes’



    Find out how to invite new users to the organization here.

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