Featured:
Changing Account Details
Upgrading your Subscription
Canceling or Deleting your Account
Changing your Credit Card Information
User Info and Signing Into the App
Turning On and Off Email Alerts
Daily Digest
Changing Account Details
From the Account Settings page you can:
- Change your name as it appears in PlanGrid
- Change your email address you use to log in and receive notifications, and how often you get them.
- Change your associated company name, which shows on your card under the Team icon
- Change your contact phone number
- Change your password
- Delete your account
- Change the language for the PlanGrid website.
- Upload a company Logo
To get to the account page:
1. Log in to https://app.plangrid.com. For more information about logging into PlanGrid on the website, go here.
2. Click on the button displaying your name in the upper right corner and select "Account Settings."
3. To change your password, click on "Change Password". To change your personal information and language, click on "Edit Personal Information".
4. Once you have clicked on "Edit personal information", make the changes you need, and save.
** If you are not able to change your personal information (boxes appear greyed out) this means that your PlanGrid account is linked to an Autodesk ID and any changes must be made in the Autodesk ID. Log in here to make changes to your information.
Note: If you would like to get to your Account Section from the Upgrade Screen, you should see a button that says "Manage Your Account and Team"
Upgrading your Subscription
You can upgrade your subscription in the account page. For more information about upgrades, go here.
Canceling or deleting your Account
You can cancel your paid subscription or delete your account in your account page. For more information about canceling or deleting, click here.
Changing Your Credit Card Information
To update your credit card info:
1. Follow steps 1-2 listed above to get into your account page
2. Under "Payment", click on "Change card" (This option will only be visible if you have an active web subscription).
3. You should be immediately prompted to submit your new credit card details. When you are done, click the blue "Update" button to submit the new information.
4. The new credit card will be used for the next recurring charge for your account. You will only receive a receipt when the next charge goes through.
Please click the blue "?" in the lower left and type "contact support" if you are interested in invoicing a group of annual subscriptions at once. All monthly subscriptions can only be paid by credit card online.
User Info and Signing Into the App
When you log in to your app for the first time, make sure you enter the same email you used to create your account. We'll save your information so there's no need to login every time you open the app.
If you are having trouble viewing projects on your app, it's possible you're not logged into the app with the same email you used to create your account. To confirm you are logged in with the correct email, tap the user info button in the top right corner of your projects screen, then tap 'Account Info'. For Android, tap the Android menu button, and choose "User Info" in the menu that appears.
iOS
Android
To login as a different user, log out of the app using the user info button in the upper right corner of your projects screen. Make sure you have synced all changes to your project before logging out (you can see any pending syncing within the ‘synchronization’ button), or they will not be saved.
To Turn On and Off Email Alerts
Please note: alerts can only be configured when logged into your own account. Administrators are not able to configure notification settings on behalf of their team.
To turn on and off email alerts:
1. Log into your PlanGrid account online at https://app.plangrid.com. Click on your username, in the upper right corner beneath your name and click on "Account Settings."
2. Under the "Notifications" section, check or uncheck the box to receive email alerts. Then click “save” to save your changes.
Note: Changing to NOT receive emails will only stop emails regarding publishing of new sheets to your projects. When you upload sheets to a project, you will still receive an email from us to let you know your sheets have finished processing and are ready for review/publishing to your mobile devices.
Daily Digest
The Daily Digest summarizes everything that's happened in your projects over the past day.
You can scroll through the email and find the project you need, to see the changes that were made.
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