---
title: Inviting New users to a Partnership
description: Access to PlanStudio Partnerships is managed through invitations and user Roles that can be sent via the Account Management Page . To send an Invitation...
---

[Skip to content](https://info.locatrix.com/inviting-new-users-to-a-partnership#main-content)

English - Australia

Show submenu for translations

[![Locatrix](https://info.locatrix.com/hs-fs/hubfs/locatrix-boxed-logo.png?width=100&height=33&name=locatrix-boxed-logo.png)](https://info.locatrix.com/?hsLang=en-au)

- [PlanStudio®](https://info.locatrix.com/planstudio)
- [PlanSafe®](https://info.locatrix.com/plansafe)
- [Partner Support](https://info.locatrix.com/plansafe-partner-support)

Open main navigation

Close main navigation

- [PlanStudio®](https://info.locatrix.com/planstudio)
- [PlanSafe®](https://info.locatrix.com/plansafe)
- [Partner Support](https://info.locatrix.com/plansafe-partner-support)
- English - Australia
  
  Show submenu for translations
- [Contact us](https://www.locatrix.com/contact)

[Contact us](https://www.locatrix.com/contact)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Locatrix Support](https://info.locatrix.com/?hsLang=en-au)
2. [PlanStudio](https://info.locatrix.com/planstudio?hsLang=en-au)
3. [Getting Started](https://info.locatrix.com/planstudio?hsLang=en-au#getting-started)

# Inviting New users to a Partnership

Access to PlanStudio Partnerships is managed through invitations and user Roles that can be sent via the [Account Management Page](https://account.locatrix.com/). To send an Invitation click on the Hamburger menu in the top left hand corner.

![account management.svg](https://info.locatrix.com/hubfs/Knowledge%20Base%20Import/22881076517785.svg)

Then select *Invite* from the menu,

![Untitled-1.png](https://info.locatrix.com/hs-fs/hubfs/Knowledge%20Base%20Import/35942365363993.png?width=238&height=291&name=35942365363993.png)

This will launch the *Manage Invitation* page where you can see the history of the Invitations sent as well as the Role and if the user has accepted or not.

To send a new invitation click the +*Create New* Button,

![manage invitations.svg](https://info.locatrix.com/hubfs/Knowledge%20Base%20Import/22881104417433.svg)

**1.** Now you can select the *Role* you want to give the user, The role will dictate what permissions the user will have inside the partnership.

**2.** You can also set the *Access Period* to allow users unlimited or a time restricted access to the PlanStudio Partnership.

**3.** In the *Email* input you can enter a single or multiple email addresses either separated by a semi-colon, comma or by placing each email address on a new line.

Then click the *Invite* button to finish.

![invite page.svg](https://info.locatrix.com/hubfs/Knowledge%20Base%20Import/22881076586393.svg)

Below is a list of all the different roles and what permissions each of them enable.

All user roles other then *Partner Admin* must first be assigned the *Partner User* Role, all other roles can then be stacked on top of this role.

- [PlanStudio](https://info.locatrix.com/planstudio?hsLang=en-au#main-content)

    - [Getting Started](https://info.locatrix.com/planstudio?hsLang=en-au#getting-started)
    - [Plan Editor Tools](https://info.locatrix.com/planstudio?hsLang=en-au#plan-editor-tools)
    - [Configuring Diagrams & Exporting](https://info.locatrix.com/planstudio?hsLang=en-au#configuring-diagrams-exporting)
    - [Tips, Menus & Settings](https://info.locatrix.com/planstudio?hsLang=en-au#tips-menus-settings)
    - [Pre-Incident Action Plans (Fire pre-plans)](https://info.locatrix.com/planstudio?hsLang=en-au#pre-incident-action-plans-fire-pre-plans)
- [PlanSafe](https://info.locatrix.com/plansafe?hsLang=en-au#main-content)

    - [Admin Dashboard](https://info.locatrix.com/plansafe?hsLang=en-au#admin-dashboard)
    - [Managing Content](https://info.locatrix.com/plansafe?hsLang=en-au#managing-content)
    - [LMS Integration & Troubleshooting](https://info.locatrix.com/plansafe?hsLang=en-au#lms-integration-troubleshooting)
    - [PlanSafe Learners](https://info.locatrix.com/plansafe?hsLang=en-au#plansafe-learners)
- [PlanSafe Partner Support](https://info.locatrix.com/plansafe-partner-support?hsLang=en-au#main-content)

    - [PlanStudio Resources](https://info.locatrix.com/plansafe-partner-support?hsLang=en-au#planstudio-resources)
    - [Marketing](https://info.locatrix.com/plansafe-partner-support?hsLang=en-au#marketing)

[![Locatrix](https://info.locatrix.com/hs-fs/hubfs/locatrix-boxed-logo.png?width=100&height=33&name=locatrix-boxed-logo.png "Locatrix")](https://locatrix.com/)

# Protecting lives through preparedness.

<https://www.linkedin.com/company/locatrix> <https://youtube.com/@locatrix_intl> <https://www.instagram.com/> <https://www.facebook.com/>

Copyright © 2026, Locatrix