Manage plan members

Description:

Add members to your plan to define your Organisation list. When these users are added to your project as collaborators, they can either be assigned the Admin or Internal role. See Add & invite users to your project (Enterprise plan).

Plan members can be assigned the Plan Admin role to provide them access to the Admin Console where billing and plan level settings are managed.

Notes:

• Only Plan Admins are able to add and manage plan members. If you are not a Plan Admin you will not be able to see the Plan Admin Console. 
• Collaboration is not available on Personal plans.

Contents:

This article covers:

1. To add plan members
2. To change a user's Plan Admin permissions
3. To remove a user from your plan

Guide:

Note: Only Plan Admins are able to add and manage plan members. If you are not a Plan Admin you will not be able to see the Plan Admin Console. 

The relevance of your organisation list (plan members)

To add plan members

1. From the home screen go to Menu > Plan.

2. Tap on Manage users in the card under the Plan members heading.

3. Enter the email address of the user who you would like to add or invite to the plan in the input field under the Search and invite users heading.

 

Note: You can enter as many email addresses as you need to in this input field, however, please make sure to either separate them with commas or semi-colons.

4. Tap Search. You will be presented with the users to invite pop over. This pop-over will confirm the email addresses to which you will be sending invites. It will also list out any invalid email addresses, as well as any users who already exist. Click Send invite to confirm and send invites to the email addresses which you have provided. Any existing Insite users found will be added to the plan.

  

5. The users who you invited will receive an email asking them to create an Insite account. Once they have signed up they will automatically be added to your plan.  

Notes:

1. If there are any invalid email addresses click on the cross to close the pop-over and review the email addresses which you have entered. Make sure that they are either separated using commas or semi-colons.

2. If you cannot find someone's account firstly double-check the email address and, secondly, ask them to check that they are not in private mode.

3. If any of the email addresses are linked to existing users then they will be added to the plan instantly after clicking Add & invite on the users to invite pop over.

4. You can revoke an invite at any time by visiting the plan members page and clicking on an invited user. This will mean that they will no longer be automatically added to your project after they sign up.

To change a user's Plan Admin permissions

Once you have added a user to your plan you can choose whether or not they are a regular internal user or a Plan Admin. Plan Admins have the following additional permissions compared to a regular internal user:

• Ability to add, remove and manage Plan Members
• Ability to create and delete Projects
• Will always be a Project Admin when added to a Project

1. From the home screen go to Menu > Plan.

2. Tap on Manage users in the card under the Plan members heading.

3. Tap on the user whose permissions you would like to change.

4. Tap either Remove admin role or Make admin depending upon their existing permissions. This user's role will be changed and their label will change on their user card on the Members page.

 

To remove a user from your plan

1. From the home screen go to Menu > Plan.

2. Tap on Manage users in the card under the Plan members heading.

3. Tap on the user who you would like to remove from the plan.

 

4. Tap Remove user to remove them from the plan. You will be prompted by an "Are you sure" alert, tap Yes, remove. This user will no longer be a part of the plan and their profile card will no longer be visible on the Members page. They will lose their Admin or Internal role on any of your projects and will become an External user instead.