Internal Projects and Tasks Solution - Adding employees

To add employees who will work with requests in the Internal Projects and Tasks Solution, 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 Internal Projects and Tasks Solution 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 the Internal Projects and Tasks Solution.

Important

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

Go To

• CRM: Customer Request Management
• Ready-made Solutions
• Feature Description