my.plan lets you manage almost every part of your plan account yourself – from updating contact details to controlling user access and permissions.

This guide covers the most common account management tasks.

Primary user

Every account has one Primary User with the highest level of access.

• This user cannot be removed or deleted.
• The Primary User is the only one who can change certain settings, such as billing email.

Updating authorised user details

To update details for yourself or another authorised user:

1. Log in to my.plan.
2. Open the Settings menu (hamburger icon in the top-right).
3. Select User Management.
4. Find the user and click Edit.
5. Update the details and click Save.

📌 Each email address must be unique, as it is also used as the username.

Adding a new authorised user

1. Log in to my.plan.
2. Open the Settings menu.
3. Select User Management.
4. Click Add Account (bottom right).
5. Complete all fields and click Save.

Removing an authorised user

To deauthorise a user:

1. Log in to my.plan.
2. Open the Settings menu.
3. Select User Management.
4. Find the user and click Delete.

⚠️ Primary Users cannot be removed.

Adjusting user permissions

You can limit what users see or do in my.plan — for example, allowing finance staff to view invoices without changing device settings.

1. Log in to my.plan.
2. Open the Settings menu.
3. Select User Management.
4. Find the user and click Edit.
5. In the Permissions section, use the switches to turn access on or off.

Changing your company address

1. Log in to my.plan.
2. Open the Settings menu (or More on mobile).
3. Go to My Account > Company Information.
4. Update the address and click Save.

📌 For billing addresses, click Request next to the field – you’ll need to provide supporting documentation.

Changing your billing email address

Only the Primary User can update the billing email.

1. Log in to my.plan.
2. Open the Settings menu (or More on mobile).
3. Go to My Account > Company Contacts.
4. Next to Billing & Payments, select a contact from the dropdown.
5. To add or edit a contact, click Manage Contacts in the top-right.