Invite your team

Onplana is built for teams, so the next step after setting up your organization is bringing people in. You invite them by email and choose a role that decides what each person can do.

Send invitations

1. Open People from the navigation.
2. Select Invite and enter one or more email addresses.
3. Choose a role for the people you are inviting.
4. Send the invitations. Each person gets an email link to join your organization.

People who already have an Onplana account join instantly; new people create an account from the invitation link and land in your organization ready to be assigned work.

Roles at a glance

• Owner: full control, including billing and permissions.
• Admin: manages people and settings, but not billing.
• Portfolio Manager: manages projects, teams, and reviews across the organization.
• Member: works on the projects they are added to.
• Guest: limited access, typically an external collaborator.

The exact abilities of each role are configurable in the permission matrix, which an Owner manages in Organization Settings.

Tip

Guests use a separate, often free, pool of seats so you can collaborate with clients and contractors without using a full member seat. The number of free guest seats depends on your plan.

FAQs

What is the difference between a member and a guest? Members are part of your team and can be given broad access. Guests are external collaborators with limited access and their own seat allowance.

Can I change someone’s role later? Yes. On the People page, an Admin or Owner can change any member’s role, within the last-Owner safeguard that stops you removing the final Owner.

Do invitations expire? Yes, an invitation link is valid for 7 days. After that the link stops working and the invitation shows as expired in the Invitations list, where you can resend it (which issues a fresh link with a new 7 day window), cancel it, or clear all expired invitations in one click.