PlanGrid’s Admin Console (enterprise.plangrid.com) lets you manage your organization’s users and licenses from a single location. Use your organization Console to upgrade and manage user accounts, transfer licenses as needed, and view available licenses.
Add organization administrators
As an organization administrator, you have the ability to manage licenses from the console. That means you can add users, change or remove licenses, and add additional admins. In order to be added as an organization admin, the user does not need to have an existing PlanGrid account.
- Log into enterprise.plangrid.com with your PlanGrid credentials
- Open your organization (If you have access to multiple organizations, you’ll see them listed)
- Click on the "Admins" icon
- Click "Add Administrators
5. Enter the email address of the users you’d like to add
Remove organization administrators
To remove a user as an organization administrator, log in to the Admin Console using the steps above.
Once you’re viewing the list of administrators, find the one you’d like to remove and click on the icon with three dots. Then select “Remove Administrator.”
Add and provision users
- Open the “Users” page
2. "Click "Add Users" in the upper-left.
3. Type in an email and press enter, or paste comma-separated values
4. Choose the subscription level to apply to those users
5. Click "Add Users"
6. You'll see a pop up that confirms your invitation(s)
Manage licenses or remove users
In the Admin Console you’re able to change a user’s subscription level or remove them from the organization.
To change a user’s subscription level or remove them, start by opening the project of which they’re a member.
- Open the “Users” page
2. Scroll to find or search for the user you’d like to edit
3. Click on the box to the left of the user(s) that you would like to edit.
4. Choose “Edit” and navigate to the right side of the screen. You can change their license, add notes, expire their session (if using SSO), or send a password reset link.
Once you are finished, click on "Save" on the bottom right.
If you would like to remove a user, a separate "Remove" button is located at the top in red. Once a user has been removed from the organization, their name will no longer appear in the Users list. Their account will be downgraded and the license assigned to them will be available to assign to a new user.
If you’d like to upgrade a user but have no higher-limit licenses available in the console, you can purchase an upgrade. From the “Choose License" dropdown pop up, you’ll see a note saying “Requires purchase" below the license.
If you’ve run out of licenses, you can always purchase more with the steps below.
Instead of being billed each time you purchase or upgrade, you will receive a monthly invoice for all purchases made that month.
In order to purchase new licenses, make sure you’re signed into your Admin Console.
Note: If you are not seeing the green button shown below, please chat in with us at www.plangrid.com or send an email to firstname.lastname@example.org
- On the “Users” page, click “Add Licenses”
2. Select the type and number of licenses you'd like to purchase
3. Confirm your purchase an add an optional billing code to be included on the invoice
Switch between organizations
If you’re the admin for more than one organization, you’ll see a list of them on the Admin Console homepage. To open a specific organization, simply select the one you’d like.
To quickly change between organizations, click on the menu item “Organizations” and select the organization to which you’d like to switch.
How do I access the Admin Console?
Log in to the admin console at enterprise.plangrid.com. You’ll need to be an administrator for the organization you want to manage.
Are there any system or browser requirements for using the Admin Console?
In order to get the best performance from your organization's Console you will want to use one of our recommended browsers: the most recent versions of Chrome and Firefox, Microsoft Edge and Internet Explorer 11. For assistance updating your browser, please contact your IT department.
Can I invite and assign licenses to users who don’t yet have a PlanGrid account?
Yes. Follow the steps above to invite the user to your organization. You must invite the user with a valid email address, and the user must accept the license once they’ve been invited.
I invited a user to my organization, but they can’t find the invitation—what’s going on?
When a user is invited to your organization, they’ll be sent an email invitation. If they haven’t received the invitation, double check that you’ve used the correct email address and that it doesn’t contain any typos. If the email address is correct, ask the user to check their email’s spam or junk folders.
You can resend the invitation from the organization’s “Users” page by clicking on the button with 3 vertical dots and clicking “Resend Invitation.” Remember that the email isn’t necessary to access the license. The user can simply sign in or sign up on the PlanGrid website with the email address that was used to invite them.
Why can’t I add a user that already has a paid subscription to my console?
User accounts can only have one paid subscription at a time. If a user is already on a paid subscription, they can’t be assigned another license through the Admin Console. If you feel that a user’s license should be managed by your organization, please contact your regional account representative or call us directly at (415) 963-4088.
I see a notice saying “Not Enough Available Licenses”—how do I get more?
You don’t have license purchasing enabled. To have it enabled, speak with your regional account representative or call us at (415) 963-4088.
How do I get a list of all users in the organization?
If you need a list of all users in your organizations, you can export a CSV file by selecting “Export CSV” from the “Users” page.