Plankwork
Chapters ← All chapters

How to use this manual

Start here

Foundation

The board

Views

People and delegation

Time and money

Reports

AI

Your account and organisation

Service Desk

Administration and company IT

Reference

Owner, Admin and Billing

In a growing company the person who runs the business, the person who looks after accounts and sign-in, and the person who pays the bill are often three different people. Plankwork gives each exactly the authority the job needs and no more.

  • Owner: the business side, with sight of every project.
  • Admin: accounts and sign-in, with no extra view of the work.
  • Billing: the plan and its payment, with no view of the work either.
  • Organisation settings, kept in the Owner’s hands.
  • Acting as another person to see what they see, with a record of it.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.