How to link your Planyard user accounts

If you work across multiple company accounts in Planyard, you can link your user profiles to easily switch between them without logging in and out. This is ideal for consultants or developers managing several legal entities.

1. Confirm linking is enabled

Account linking must be activated by Planyard. Contact your Planyard representative to enable this feature.

2. Link your user accounts

Once linking is enabled, follow these steps:

1. Click your name in the top right corner
2. Select Settings from the dropdown menu
3. Scroll to Linked Planyard Accounts and click Add Linked Account
4. Enter the login credentials for the other account you want to link
5. Click Link Account

You’ll see a green confirmation message once the link is successful.

3. Switch between linked accounts

To switch accounts:

1. Click your name in the top right corner
2. You’ll see a list of your linked accounts
3. Click on any account name to switch to it

Each linked account is shown with the company name and user initials.