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Planview Customer Success Center

July 2026

14 July: No-Wait User Setup

You can now start working with an invited user right away, instead of waiting for them to register. (Available from 14 July)

What's new

Once an email is invited to a workspace or the account, you can immediately:

  1. Make the user a workspace administrator

  2. Make the user an account administrator or co-owner

  3. Assign the user to cards, and so on

Unregistered users still can't be workspace head administrator or account owner.

Good to know

  1. Users who don't register are removed after 30 days (unchanged).

  2. Unregistered users get no notifications about assignments, comments, or other account activity until they register.

  3. The only emails they receive are the invitation to complete registration and any invitation reminders.