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

Accounts in People

Someone new joins, someone forgets a password, someone loses a phone, someone leaves. Each of these is a small job for whoever looks after accounts, and each should take a minute without asking the people who run the projects. Plankwork keeps every login beside the person it belongs to, so account work happens in the same list as the roster.

  • Inviting people as members, clients or Owners.
  • Giving and removing the Admin and Billing switches.
  • Password reset links, two-step resets and signing someone out.
  • Acting as a person to see what they see.
  • Deactivating, reactivating and closing accounts.
  • Finding accounts by status, access or last sign-in.

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