Planly is a social media scheduler that developed for all types of social media users from individuals to large teams. For this, we let teams invite multiple users to manage their Teams. Adding your team member makes it much easier to plan, schedule, and organize your social media management.
Yet to add a new user you need to check the following conditions:
- You can add users depending on your subscription plan
- You have to be the Account Owner to add or remove a user
How to add a new user to Planly?
- Go to Settings > Users
- Click the Invite user button
- Enter their email address (they will use this email to log in to Planly)
- Select Teams you add a user to
- Click Invite to finish the process
After this, your invitee will receive an invite email to create a log in password and join the Teams you invited.
Note: You can invite already existing emails to your Teams. The same user can be an Account Owner in one Planly account and a member of Teams in different Planly accounts.
How to a member to a Team in Planly?
Adding members to Teams is similar to adding users. Except for the fact that you first select the Teams and then add the members.
- Go to Settings > Teams
- Click the Edit button next to the relevant Team that you want to add a member to
- Select on Users section and click Invite user button
- Enter their email address (they will use this email to log in to Planly)
- Select Teams you add a user to (you can change the initially selected Team to a new one)
- Click the Invite button
How to remove a user from Planly?
- Go to Settings > Users
- Click Remove (trash icon) next to the user you want to remove
Also read:
How to create a team in Planly?