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How-toPeak Plan

How do I plan someone who doesn't have a Peak account, such as a freelancer?

Add the person in setup with “+ Add person”. They're created in Peak One and don't need access to be planned. In the list, they appear with “no access”.

  1. Open Peak Plan and choose “Select team”, or open setup via the link below.
  2. Click “+ Add person”.
  3. Enter name, role and hours per week. The email address is optional.
  4. Click “Add” and check the person for planning.

Next step

Open setup

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