How to add an employee: Difference between revisions
From Planfix
(Created page with "== Go To == *Employees and company structure *Feature Description") |
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Employees are added in the ''Company'' section, by clicking the '''New employee''' button: | |||
https://s.pfx.so/pf/WV/IlhDRX.png | |||
By default, the '''Primary account admin''' and '''Administrator''' have the right to add employees to an account. | |||
Any employee can also be granted rights to add employees. To do this, you must enable the [[Employee can add new employees, convert contacts into employees, and edit existing employees in their group | corresponding setting]] in their card. | |||
Then, this user will be able to add new employees and edit existing ones in the [[Workgroups | groups]] they belong to. | |||
== Go To == | == Go To == | ||
*[[Employees and company structure]] | *[[Employees and company structure]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 08:07, 6 June 2025
Employees are added in the Company section, by clicking the New employee button:
By default, the Primary account admin and Administrator have the right to add employees to an account.
Any employee can also be granted rights to add employees. To do this, you must enable the corresponding setting in their card.
Then, this user will be able to add new employees and edit existing ones in the groups they belong to.