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.