How to create a plan viewer | Module 5 | Members

Step 1

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

Step 2

Simply enter the user's email address and choose a permission level. 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.

Continue on to the next module: Preview & Embed

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