Add a Plan Admin

Plan Administrators (Plan Admins) are the only users who can edit the plans details, such as changing the start and due dates, adding other plan admins, and editing metrics. They also have the ability to update progress, add comments and upload documents, just like any other plan member. 

How to Create a Plan Admin

1.   Click into the top plan card of your desired plan. 

Note: You can add an admin to any card item, but they will have the power to edit the items on that card and any cards below it. If you want editing powers for the entire plan, add the 'Admin' to the top plan card item. 


2.   Under the Access tab, click 'Add'.


3.   Only admins that are already assigned to the plan (such as Lindsey or Rachel, in the example above) can add additional admins.

Add any user as an admin by clicking the 'Admin' box next to their name to give them the power to edit the card items for the plan, then click ‘Add’ to save your changes.


NOTE: Only full access users can be plan administrators.