Employee Roles
Within Plannr, employees can have one of three roles. More information on creating an employee login is available here.
Users have day-to-day access to Plannr. They cannot access the Settings area, Key Metrics, Income Reconciliation, Reporting/Exports and Imports. They cannot see other individuals' Tasks or clients in Groups that they are not a part of.
Users have access to control all Settings except for Billing. They can see other individual's Tasks and clients in Groups that they are not a part of.
Users have super-level access and can control Billing, Groups, Branding and all other firm-level Settings.
Member
Users have day-to-day access to Plannr. They cannot access the Settings area, Key Metrics, Income Reconciliation, Reporting/Exports and Imports. They cannot see other individuals' Tasks or clients in Groups that they are not a part of.
Admin
Users have access to control all Settings except for Billing. They can see other individual's Tasks and clients in Groups that they are not a part of.
Owners
Users have super-level access and can control Billing, Groups, Branding and all other firm-level Settings.
Updated on: 06/02/2024
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