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  3. Company account settings
  4. User management
  5. How to invite a user to the company account
Updated on June 26, 2026
Support articles
  • Folder icon closed Folder open iconIncome management & Client contract
    • How to register a standalone income
    • How to process project sales invoices (video tutorial)
    • How to archive registered income entries and sales invoices
    • How to create client contract
    • How to add a variation in a client contract
    • How to delete a variation from client contract
    • How to register a client prepayment
    • How to add retention to client contracts
  • Folder icon closed Folder open iconBudget management
    • How to prepare for the cost control meeting (Video)
    • How to view column descriptions in the project budget
    • How to revise budgets and manage discrepancies
    • How to adjust budget visual settings
    • How to create exports from the budget overview
    • How to reorder line items in the budget
    • How to view historic cost data for a line item
    • How to add a custom line item or cost heading to your budget
    • How to add a client variation (change order)
    • How to import or update budget line items
    • How to delete a line item or budget category
    • How to understand the budget overview columns
    • How to update budget via import
  • Folder icon closed Folder open iconChange orders (Variations)
    • How to manage client change orders/variations (video)
  • Folder icon closed Folder open iconCompany account settings
    • Approval workflows
      • How to set up cost approval workflows
      • How to set up purchase order approval workflows
    • User management
      • How to invite a user to the company account
      • How to manage project-level permissions
      • How to delete a user
      • How to change project ownership
      • How to change user permissions on account level
      • Company account permissions explained
      • How to switch a user between full and limited access
    • Billing details
      • How to add your billing details
    • Company-wide features
      • How to allow Planyard to send emails from your domain
      • How to activate the credit notes feature
      • How to process cost without attachment
      • How to activate Consolidated Invoices
      • How to enable uploading all file types from email
      • How to activate retention management
      • How to enable uploading all file types from email
      • How to activate multiple purchase order email recipients
      • How to configure โ€˜Automatic payable invoices sorting in the inboxโ€™
      • How to add default terms and conditions to purchase orders
      • How to disable sending purchase orders to subcontractors
      • How to enable processing of credit notes
      • How to activate breakdown on estimate items
    • Financial settings
      • How to adjust the VAT retention calculation method
      • How to activate Cash Flow Forecasting
      • How to lock accounting periods
    • Collecting cost documents
      • How to collect cost documents
    • Linked accounts
      • How to manage multiple company accounts in Planyard
      • How to link your Planyard user accounts
  • Folder icon closed Folder open iconIntegrations
    • Xero
      • How to disconnect your Xero integration
      • Xero integration full overview
      • Xero integration video tutorial
      • How to set up the Xero integration
      • What data is synced between Planyard and Xero
      • How to connect chart of accounts in Xero
      • How to use tracking categories from Xero
    • QuickBooks
      • QuickBooks integration full overview
      • How to set up the QuickBooks integration
      • What data is synced between Planyard and QuickBooks
      • How to connect chart of accounts in QuickBooks
    • MYOB
      • How to set up and use the MYOB integration
    • Sage
      • How to set up and use the Sage integration
    • Connect accountantโ€™s email for notifications
    • Integration settings
      • How to stop cost from being pushed to your accounting integration
  • Folder icon closed Folder open iconCost estimating & quoting
    • Basic features
      • How to import bid sheets to Planyard (Video)
      • Introduction to cost estimating (Video tutorial)
      • How to add sales tax to your estimate
      • How to configure company settings for estimating
      • How to give users access to the estimation pipeline
      • How to start a new estimate for a client bid
      • How to add items to your estimate
      • How to add costs to items in your estimate
      • How to apply markup to your estimate
      • How to create a quote from an estimate
      • How to use the estimation pipeline view
    • Advanced tools
      • How to utilize estimation templates
      • How to create and manage estimate versions
      • How to add budget codes to the company account
  • Folder icon closed Folder open iconForecasting
  • Folder icon closed Folder open iconCost management
    • How to edit a cost entry
    • How to process stand alone labour cost
    • How to process a standalone cost
    • How to process an invoice for a purchase order
    • How to reallocate files in Planyard
    • How to register credit notes
    • How to delete a cost in your project
  • Folder icon closed Folder open iconPurchase orders
    • How to send a purchase order to multiple recipients
    • How to set a purchase order description template
    • How to make changes to a purchase order
    • How to change purchase order values
  • Folder icon closed Folder open iconSubcontractors payment applications
    • Subcontractor video tutorial
      • ๐Ÿ‡ฌ๐Ÿ‡ง How to submit a Valuation as a Subcontractor
      • ๐Ÿ‡ฆ๐Ÿ‡บ How to submit a Progress Claim as a Subcontractor
      • ๐Ÿ‡บ๐Ÿ‡ธ How to submit a Payment Application as a Subcontractor
  • Folder icon closed Folder open iconSubcontractor orders
    • How to adjust quantity/total value of items in a subcontractor order
    • How to process an invoice against a subcontract without valuation
    • How to release retention on a subcontract
    • How to adjust subcontract retention
    • How to change a subcontract name
    • How to add retention to subcontracts
    • How to create a subcontract
    • How to use the subcontract overview
    • How to manage subcontract retention
    • How to register and use prepayments in a subcontract
    • How to add a subcontract variation/change order
    • Subcontracts tutorial video
  • Folder icon closed Folder open iconProject management
    • Budget import template explained (VIDEO)
    • How to create a new project
  • Folder icon closed Folder open iconPlanyard Tutorial Videos
    • Basic Functions
      • Construction project purchase orders
      • Construction project change orders (Variations)
      • Client billing and payment applications processing
      • How to process the construction project sales invoices
      • Construction purchase invoices processing
      • How to prepare budget for cost control meeting
      • How to raise a purchase order
    • Ultimate functions
      • Automate collecting the subcontractor payment applications
      • Construction bidding and evaluating subcontractor and vendor quotes
      • Construction project subcontractor orders
    • Advanced tools
      • Consolidated purchase invoice processing
      • Multi-currency budgets, purchase orders, and invoices management
      • How to forecast construction project cash flow
  • Folder icon closed Folder open iconProject settings
    • How to change a project name
  • Folder icon closed Folder open iconContact management
    • How to merge contacts in Planyard
    • How to add and manage contact categories in Planyard
    • How to remove a contact from a category in Planyard

How to invite a user to the company account

Estimated reading: 3 minutes

How to invite a user to the company account

When adding a user to Planyard, you set their access type and permissions in a single flow. The permissions you select determine whether the user is counted as a full or limited license.

To invite a user:

  1. Go to Company in the top menu and select User Management.
  2. Click Add New User in the top right corner.
  3. Enter the user’s email address and select their company role from the dropdown.
  4. Set the user’s permissions:

Project manager or QS

Selecting any option in this section makes the user a full license user.

  • Can manage own projects โ€” Can create, edit and archive projects they own. Standard role for project managers and quantity surveyors.
  • Can manage everyone’s projects โ€” Full edit access to all company projects, as if they are the project owner.
  • Lock budget โ€” When enabled, this user cannot edit project estimates or target budgets.

Note: Full users can also have any Support user capabilities enabled in addition to their project management permissions.

Support user capabilities

Users with only options from this section selected are counted as limited license users. These capabilities apply company-wide by default and can also be configured individually per project from within the project settings.

  • Can view all company projects and reports โ€” Browse and read all projects including costs, files and reports, and access company-wide dashboards.
  • Can upload invoices via Outlook, mobile and browser โ€” Upload invoices and documents across all active projects without needing project-by-project access.
  • Can configure company settings and integrations โ€” Access to company-level settings, integrations, and general configuration.
  • Can add and manage company users โ€” Invite new users, edit roles and permissions, and deactivate users.
  • Can manage company resources โ€” Create and edit the company resource library: materials, labour rates and machinery.
  1. (Optional) To give the user default access across all non-confidential projects, click Configure under Default project access. Select the project-level permissions to apply globally:
    • Project viewer โ€” Can view everything in the project but cannot modify anything.
    • Project document uploader โ€” Can upload documents but cannot modify anything.
    • Project RFQ manager โ€” Can create RFQs in the project.
    • Project purchase order manager โ€” Can create purchase orders in the project.
    • Permission to prepare drafts โ€” Can prepare costs, contracts, and other documents for a project manager to confirm.
    • Project payment application manager โ€” Can prepare payment applications for a project manager to confirm.
    • Project variation manager โ€” Can prepare variations in payment applications.
    • Project payment application decision maker โ€” Can confirm and reject payment applications.
    • Invoice manager โ€” Can create and approve purchase and sales invoices.
    • Timesheet approver โ€” Can approve submitted timesheets.
    Note: Any project where this user already has specific permissions set is not affected by the default project access configuration.
  2. Click Add users.

The invited user will receive an email with login instructions. Once they’ve joined, you can update their permissions at any time from User Management.

See also: How to manage project-level permissions

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