Changing Access Level

Administrator, advisor, and location manager can change user access levels in Proplanum. Here’s how to do it:

Log in to Proplanum and select the “Team” tab.
From the list of employees, select the person whose access level you want to change.

Tip: Use filters or the search bar for quicker employee searches from the list.

Click the three-dot icon next to the selected employee and choose “Edit”.


Find the “Role in the organization” section in the personal data and click on the current role window. Choose the new access level from the available options.


Click the “Save” button in the upper right corner. The changes will be saved, and the employee will receive the new access level.

By following these steps, you can easily manage user access levels in Proplanum, adjusting permissions to meet the needs of your organization.

Updated on: 31/07/2024