Team management
In Plainly, each organization can include multiple members. Each member is assigned a role that defines their access level and permissions.
Organization-level roles
You can view all team members and their roles in your organization by navigating to Settings > Team members . Each member can hold either the Member or Owner role.
The table below summarizes the permissions granted to each role:
| Role | Read data | Perform actions | Manage billing | Manage team members |
|---|---|---|---|---|
| Owner | ||||
| Member |
Add a team member
To add someone to your team, go to Settings > Team members and click Invite. Enter the person’s email address and choose the role you want to assign. The invitee will receive an email with a link to join.
If they don’t yet have a Plainly account, they’ll need to create one using the email address you invited. Upon logging in, they’ll be prompted to accept or decline the invitation.
Existing users can accept invitations directly via the Invites page .
Owner invitations
Once your organization has more than one owner, any owner (including you) can be removed. Only invite someone as an owner if you fully trust them.
Managing team members
If you’re an owner, you can update a member’s role by visiting Settings > Team members . Click Change role next to their name and select a new role from the dropdown.
To remove someone from the team, click Remove next to their name.
If the removed member belongs only to this organization, a new private organization will automatically be created for them.
One owner requirement
Every organization must always have at least one owner. You cannot remove or downgrade the last remaining owner.
Working with multiple organizations
As you can be a member of multiple organizations, you should understand how to select the organization you are currently working with.
Each Plainly user has a default organization, usually this is the organization that was created upon registration. By default, when you visit the Plainly dashboard, you will see the default organization.
To switch to another organization, click the organization name in the top-left of the sidebar and choose a different one from the Switch organization menu. Plainly remembers your last selected organization and will default to it the next time you visit (as long as you use the same browser). Switching devices or browsers will reset this.
You can also manage your organizations from the Account settings page.
