Adding New Users

Only the team administrator can invite users to join a team plan. To invite a new user, just visit your Users page. Enter the user’s email address, select what type of permission to give them, and click “Invite to Team”.

When you invite a user to your group, they receive an email notification – once they accept, they are added to your account. As the administrator of a plan, the Users page allows you to modify a user’s license type, transfer roadmaps between users, and delete users.

If you currently have a single license and would like to upgrade to more, you can visit your Add Licenses page to add more licenses at any time.

Adding Editors to an Account vs. Adding Editors to a Roadmap

A team administrator can change a user's license type from Editor to Viewer or vice versa at any time by going to your Account Settings > Users. Select the license type from the drop-down (shown in the screenshot above).

Keep in mind, that updating a user's license type at the account level, will not change their permissions on a specific roadmap. In order for a user to edit a specific roadmap, they will need to be given editing permissions at the roadmap level.

FAQ

Who can be an Admin?

Both Editors or Viewers can be granted Admin rights. If you assign a Viewer Admin rights, this will not take away an editor license.

Can I have more than one Admin?

For Enterprise accounts, there can be an unlimited number of Admins.

For Business accounts, there can only be one Admin.

For information on upgrading to our Enterprise subscription email us at sales@productplan.com.

How do I give edit permissions for a roadmap to another editor?

Check out our Sharing Your Roadmap article here.

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