For the complete documentation index, see llms.txt. This page is also available as Markdown.

Workspace member types

Learn which types to assign to the members of your Ply workspace here

Your team features plan gives you a certain member quota, and members come in a few different different types. Here is a summary:

Lite member
Standard member
Premium member

Task contribution and usage

  • Do not contribute tasks to quota

  • Use tasks from shared pool

  • Contribute tasks to quota

  • Use tasks from shared pool

  • Contribute tasks to quota

  • Use tasks from shared pool

Use URL and command bar tools

Only if shared org-wide

✓

✓

Respond to notifications

-

✓

✓

Use add-ons in standard apps

-

✓

✓

Use add-ons in premium apps (see below)

-

-

✓

Edit features

-

-

✓

Manage workspace assets and settings

-

-

✓

Standard and premium members

There are two types of workspace members that contribute to the cost of your team features plan.

Standard

Anyone who will join your workspace just to use features in standard apps can be a standard member.

Note that standard members cannot create or edit features, manage workspace assets or settings, or use Ply add-ons in premium apps.

Premium

Anyone who will be building in Ply needs to be a premium member.

Also, anyone who will use features in premium apps needs to be a premium member. See premium apps below.

Premium apps

  • HubSpot

  • Intercom

  • Pipedrive

  • Salesforce

  • Zendesk

All other apps with add-on contexts are standard apps.

Lite members

Paid team feature plans include a certain number of lite members.

Lite members can only use features that have been shared with your entire organization. Add a teammate as a lite member if you just want to give them access to general purpose features used internally by everyone at your organization.

Note

  • They don't add to the cost of your plan

  • They don't contribute to the shared pool of team feature tasks

  • Their feature usage is deducted from your shared pool of team feature tasks

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