Add Project Members to projects in Touchplan to give them access to start planning.
How to invite Project Members:
Click a project on the left-hand side.
Click the 3 dots at the top of your screen.
Select “Members” and “+Member.”
Enter their work email address and assign the appropriate role(s).
Check ‘Admin’ if the user will need the ability to facilitate meetings in Touchplan.
New Users that are invited will receive a “Welcome to Touchplan” email prompting them to visit www.Touchplan.io to create a new account.
Note: When a user has an existing Touchplan account, their name will appear under Signed Up. If they don’t have an account, their name will appear under Awaiting Signup.
Below is a breakdown of the differences between Admin User and Basic User permissions in Touchplan:
