Can I change Planners to/from Helpers?

Yes, you can change Planners to/from Helpers! To do that, you need to be a security level 3 (Account Admin). To enable this, find the user that you wish to update by going to the "People" tab and clicking on "All People." Once on that page, you should see a pencil icon on the left that will take you to the editing page for that user.  Simply change your user to the desired user type, and they will be changed. Click Save in the top-right corner when done.

You can view a detailed breakdown of available permissions by clicking the "?" icon next to "User Type," just above the dropdown to switch between Helper/Planner.

If you are using the maximum number of Planner accounts permitted by your subscription level, you will not be permitted to change a Helper to a Planner. (The free/included version of Service Planning through your ChMS allows you 5 Planner accounts. If a Planner is a master account or a team leader, you will not be permitted to change them to a Helper.