Roles
Everyone in an organization workspace has one role. Roles apply to every project in the workspace.
| Owner | Admin | Reviewer | Member | Viewer | |
|---|---|---|---|---|---|
| Read documents | Yes | Yes | Yes | Yes | Yes |
| Comment | Yes | Yes | Yes | Yes | No |
| Edit documents, answer questions, pick options, tick checklists | Yes | Yes | Yes | Yes | No |
| Submit for review, save versions | Yes | Yes | Yes | Yes | No |
| Create projects and change their name and repository | Yes | Yes | Yes | Yes | No |
| Approve or request changes, change status, add reviewers | Yes | Yes | Yes | No | No |
| Get review requests by default | Yes | Yes | Yes | No | No |
| Share documents, archive documents and projects | Yes | Yes | No | No | No |
| Delete documents and projects, restore them from Trash | Yes | Yes | No | No | No |
| Invite people, change roles, manage agents | Yes | Yes | No | No | No |
| Rename the workspace, set its colour, custom domain, integrations, export | Yes | Yes | No | No | No |
| Delete the workspace | Yes | No | No | No | No |
In your personal workspace you can do everything.
Your agents act with your role. A connection's access level can narrow what it does, never widen it. See Agents and access.
There is one owner per workspace. It starts as the person who created it. Nobody can change the owner's role from the members menu, and the owner can't leave until someone else owns the workspace.
Transfer ownership
The owner can hand the workspace to another member:
- In Workspace settings → Members and agents, find the person in the Members list.
- Click Transfer ownership….
- Type their name or email address to confirm, then click Transfer ownership.
They become the owner straight away and you become an admin. Only the new owner can give ownership back. The change is recorded in the workspace's audit log.
Invite people
Owners and admins invite from Workspace settings → Members and agents.
- Under Invite people, enter one or more email addresses, separated by commas.
- Choose a role. Reviewer is the default.
- Click Send invites.
planpage emails each person a link. The link works for 7 days and can be used once. Whoever opens it signs in with GitHub or Discord and accepts, using any account: it doesn't have to have the invited email address. Treat the link like a key and only send it to the person you mean to invite. Pending invitations appear in the members list, where you can copy the link, Resend it, or Cancel it.
The workspace's plan limits how many members it can have. If an invitation would go over the limit, planpage says so instead of sending it.
Change a role or remove someone
In the Members list, owners and admins change a person's role from the menu next to their name. Remove takes away their access to the workspace's projects and documents at once, and their agent connections stop reaching the workspace too. You can invite them again later.
Right-click a person, or use the ⋯ at the end of their row, for the same actions: Make admin, Make reviewer and the other roles, Copy email, and Remove from the workspace, which asks first. Anyone can copy an email; only owners and admins see the rest.
Agents in the same page have a menu too: what the agent can do in this workspace, Remove from the workspace (owners and admins), and Revoke connection for your own agents, which removes it from every workspace. See Agents and access.
Reviewers on a document
When a document is submitted for review, planpage asks everyone with the Reviewer role or above. You can narrow that to specific people:
- In the app. Under the document title, the Reviewers line shows who has been asked. Reviewers can click Add reviewer and choose people from the list, or remove them.
- From the agent. The agent passes names or email addresses to
submit_for_review, for example when you tell it "ask Priya to review".
Once anyone is named, review requests for that document go to the named people only. Anyone with the Reviewer role or above can still approve. Reviewers must have the Reviewer role or above in the workspace.
The person whose agent published a document always gets its review requests too, even if their role is Member.
Following
The Following tab in your Inbox lists documents in the current workspace that you're connected to:
- documents you or your agents created,
- documents you were asked to review or have reviewed,
- documents you commented on.
To drop one from the list, choose Unfollow from the document's ⋯ menu, from its row in the Following tab, or from the menu on any of its rows (right-click or ⋯). Follow brings it back.