User management

Planyard’s user management is structured in two tiers: company-level and project-level.

• At the company level, you control a user’s overall access to Planyard—whether they can create projects, manage settings, or invite others.
• At the project level, you decide which projects users can access and what they can do within each one. You can configure these permissions individually per project, or set them globally across all projects at once from the company account level.

This two-tier setup allows you to keep company-wide controls centralized while tailoring project access for each user.

Note: Users who are added as project owner for a project will automatically have full access to all features within that project. Additionally, users with the Create, edit and archive projects permission set to Everyone will have full access to all features within all projects.