Rules, set by administrator

From Planfix
Revision as of 19:28, 27 February 2021 by SliZzzZ (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Account administrators can create rules, that will be actual for any, or for selected employees or groups. To create the rule, the administrator enters the card of the required employee or group and creates the rule in the Rules for tasks from email tab.


These rules are displayed at the top of the employee rules list. If necessary, the employee can change the rules set by the administrator.


Why do we need such rules? It is often more convenient to agree on general rules for messages that will be used by the whole team. These rules are convenient to enter once, on behalf of the administrator, and assign to all employees.

Important notice: any user can enter rules for processing letters for him/herself that differ from the rules set by the administrator. The final result of the executing will be determined by Order of rules execution in the list.


Go to