Giving your team members access to the right projects ensures everyone has the visibility they need to collaborate effectively. Here is how project access works in Aisle Planner and the different ways to assign your team to projects.
Automatic Project Access
Before manually assigning project access, keep these automatic rules in mind:
👑 Account Owners: The Account Owner (creator) is automatically added to every single project created across the entire account.
✍️ Project Creators: Whichever team member creates a new project is automatically assigned to that project as an Organization Member under Planning Partners.
How to Add Team Members to Projects
For existing projects or projects created by someone else, you can assign team members using either of the two methods below:
Method 1: From Your Team Settings (Fastest for Bulk Assigning)
If you want to assign a team member to multiple projects all at once:
Click the Settings ⚙️ icon in the top-right corner of your dashboard.
Select Team.
Click the PROJECTS link beneath the team member's name.
Click on the projects you want them to access. (A checkmark indicates they have access).
To remove access, simply click the project again to uncheck it.
Method 2: Directly Inside an Individual Project
If you are already working inside a project and want to add team members directly:
Open the specific project.
Navigate to the Planning Partners (3-dot menu in upper right corner).
Click Add Organization Member.
Select the team member from your dropdown list to grant them access.
Related Articles: