Create templates of the same project types—e.g., for developers, sales departments or Internet providers, and support services—to accelerate the company's business processes. Add responsible executors to project templates; set custom roles so that projects created according to such a template will adopt these settings.
Automate enterprise-wide business processes with custom roles. Once roles are defined in the project template, tasks from the project are always routed to the specified employee. Assign roles to new team members; the system automatically assigns them to project tasks.
The flexibility of access rights in Planfix CRM improves team collaboration and makes it more efficient. For example, you can create custom project roles in the system and automatically grant them the appropriate access rights. Additionally, the system allows you to easily assign employees to other roles while preserving their access rights, eliminating the need for manual adjustments. This streamlines the process of managing team members and their organizational roles.