Installation Instructions

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Only primary account admins and administrators can install solutions.

There are two ways to install the desired solution:

On the "Ready-made Solutions" page

  • Go to the Ready-made Solutions page.
  • Select the solution you need.
  • Click the Install solution button:

From your Planfix account

  • Go to the Account management — Solutions.
  • Click the Install solution button.
  • Planfix will open the Ready-made Solutions page in your browser.
  • Choose the one you want to install from the list of available solutions.
  • Click the Install button.

Note

You can also install a solution directly from the list of installed solutions. If you click Install solution from the catalog, you'll be taken to the page with Ready-made solutions where you can choose the solution you want to install: q8BHtJ.jpg

Important

The image above is just an example of a configuration — you need to select the specific one you want to install.


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