Employee can add new employees, convert contacts into employees, and edit existing employees in their group: Difference between revisions

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Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this:
{{#seo:
|title=Employee can add new employees
|titlemode=append
|keywords=planfix, account, card, employee, Employee can add new employees
|description=Employee can add new employees
}}
Account administrators can [[Additional user options|allow a user]] to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this:
*Go to the desired user's card in the '''Company''' section;
*Go to the desired user's card in the '''Company''' section;
*Click the '''Edit''' button;
*Click the '''Edit''' button;
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*Activate the setting shown in the image below:
*Activate the setting shown in the image below:


 
https://s.pfx.so/pf/6E/GfV5ev.jpg
 
https://s.pfx.so/pf/e6/mZWW1W.png
 
 
Then, this user will be able to add new employees and edit existing ones in the groups they belong to.


Then, this user will be able to add new employees and edit existing ones in the [[Workgroups|groups]] they belong to.





Latest revision as of 08:28, 6 December 2024

Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this:

  • Go to the desired user's card in the Company section;
  • Click the Edit button;
  • Expand the Options panel;
  • Activate the setting shown in the image below:

GfV5ev.jpg

Then, this user will be able to add new employees and edit existing ones in the groups they belong to.


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