Roles: owner, editor, viewer
What the project owner, editors and viewers can each do, how to accept an invitation, and what the invitation error messages mean.
Every project has one owner, the person who created it. Everyone else is invited as an editor (Can edit) or a viewer (View only). Your role is per project: you can own one project, edit another and only view a third.
What each role can do
| Owner | Editor | Viewer | |
|---|---|---|---|
| Open the project, browse pages, see every measurement and estimate | ✓ | ✓ | ✓ |
| Follow another member and see who is online | ✓ | ✓ | ✓ |
| Download plan files and supporting documents | ✓ | ✓ | ✓ |
| Export the estimate (Excel or PDF) | ✓ | ✓ | ✓ |
| Draw, edit and delete measurements | ✓ | ✓ | , |
| Rename pages, set scale, organize folders and takeoffs | ✓ | ✓ | , |
| Build and edit the estimate, apply templates | ✓ | ✓ | , |
| Add and delete takeoff files, upload supporting documents | ✓ | ✓ | , |
| Delete a supporting document | Any document | Only ones they uploaded | , |
| Rename the project | ✓ | ✓ | , |
| Invite people (as editor or viewer) | ✓ | ✓ | , |
| Change a member's role, remove a member, cancel an invitation | ✓ | , | , |
| Use AI and Smart tools | If their own plan includes them | If their own plan includes them | , |
| Delete the project | ✓ | , | , |
Two things worth knowing:
- AI tools follow the person, not the project. An editor on Free Forever cannot run Smart Count on a project owned by a Pro user. See Plankore plans: Free Forever vs Pro.
- Viewers and editors do not need their own project allowance to open a shared project. It sits under Shared with me and does not count against their monthly projects.
What viewers see
Viewers get a View only badge in the workspace. The tools stay visible, but clicking one opens the dialog View-only access: You can view this project, but editing requires editor access from the project owner. Click Keep viewing to carry on. If you need to make changes, ask the owner to switch you to Can edit.
An editor who tries an owner-only action sees Owner access required: Only the project owner can manage this feature. You can keep viewing the shared project.
Accept an invitation
- Open the email [Name] invited you to [Project] on Plankore and click Accept invitation.
- The Accept project invitation page checks the link and shows [Name] invited you to [Project] as Editor (or Viewer).
- If you are already logged in, the invitation is accepted for you and the project opens.
- If you are not, the page says Create an account or log in to accept this invitation. Click Sign up or Log in. After you finish, you come straight back and the project opens. See Create an account and sign in.
If you were already a member, the page says You already have access to this project. and offers Go to dashboard.
Invitation errors
- This invitation is expired or no longer available. Ask the project owner for a new invite. Links last 7 days, and the owner may have cancelled it. Ask them to invite you again.
- This invitation belongs to another email address. You are logged in to a different account. Click Use another account to log out and sign in with the invited address.
- We couldn't check this invitation right now. Check your connection and try again. Click Retry invitation.
- Too many invitation checks. Wait a moment, then try again. Wait a minute before retrying.
- We couldn't accept this invitation right now. Please try again. Click Try again. If it keeps failing, email hello@plankore.ai with the project name and who invited you.
Change your own role
You cannot. Only the owner can change roles, in Share project. See Share a project with your team: edit or view.
Still need help?
Email hello@plankore.ai and we'll reply within 48 hours. So we can find your work quickly, include the email you sign in with and the name of the project.