CRM: Customer Request Management Solution - Adding employees

From Planfix
Jump to: navigation, search

To add employees who will work with requests in the CRM: Customer Request Management configuration, follow these steps:

  • Go to the Employees section:


  • Add a new employee.
  • Enter the first name, last name, and email address of the employee.
  • In the Groups section, add the Project managers group.
  • Click Create Employee.
  • Navigate to the Settings section in the created employee's profile and set the CRM: Customer Request Management workspace by default:


The employee will receive an invitation with an activation link to your specified address. When he clicks on the link, he independently sets a login and a password for further work in Planfix. After logging in, he can start working immediately in the CRM: Customer Request Management workspace.


For the added employee to see new orders, add him to the Customer Dialog template, as described here.

Go To