Workspace Basics

  • Using the Help Centre

    The Help Centre is your direct link from the Planir app to the full knowledge base, where every feature, page, and workflow is documented. Use it any...

  • Switching Between Companies / Workspaces

    Planir is built to handle multiple businesses and multiple parent organizations from a single login. This article shows how to switch between...

  • User Settings and Access Management

    Manage users in your Planir workspace, assign them the right roles, and control which company entities they can access. This ensures every team member...

  • Manage Profile

    The Manage Profile page is where you update your personal information, change your password, set up two-factor authentication, and choose the...