User profile: Difference between revisions
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{{#seo: | |||
|title=User profile | |||
|titlemode=append | |||
|keywords=planfix, account, profile, card, employee | |||
|description=User profile | |||
}} | |||
'''User (employee) profiles''' contain data and settings related to specific Planfix users. There are two main ways to get to a user's profile: | '''User (employee) profiles''' contain data and settings related to specific Planfix users. There are two main ways to get to a user's profile: | ||
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Regular users only have access to a portion of the data related to other account users. [[Planfix roles | Account administrators]] and [[users who have been granted special contact adding and editing access]] can view and edit all of a contact's information. | Regular users only have access to a portion of the data related to other account users. [[Planfix roles | Account administrators]] and [[Employee can add new employees, convert contacts into employees, and edit existing employees in their group | users who have been granted special contact adding and editing access]] can view and edit all of a contact's information. | ||
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*[[Work calendar | Working hours]] | *[[Work calendar | Working hours]] | ||
*[[Subscriptions and notifications]] | *[[Subscriptions and notifications]] | ||
*[[Rules for creating tasks by email]] - set rules for processing emails sent to the [[employee's internal email address | *[[Rules for creating tasks by email]] - set rules for processing emails sent to the [[Assigning tasks by email | employee's internal email address]] | ||
*[[Projects]] - shows a list of projects the employee is participating in | *[[Projects]] - shows a list of projects the employee is participating in | ||
*[[Tasks]] - shows a list of tasks where this employee is an assignee | *[[Tasks]] - shows a list of tasks where this employee is an assignee | ||
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*[[Files]] - shows a list of files uploaded or created by the employee | *[[Files]] - shows a list of files uploaded or created by the employee | ||
*[[Reports]] - shows a list of reports created by the employee | *[[Reports]] - shows a list of reports created by the employee | ||
*[[External email addresses]] - allows you to set one or more email addresses for the employee from which messages they write in Planfix to external recipients (contacts) will be sent | *[[Employee external email address settings | External email addresses]] - allows you to set one or more email addresses for the employee from which messages they write in Planfix to external recipients (contacts) will be sent | ||
*[[Account security]] - two-factor authentication settings | *[[Two-factor authentication | Account security]] - two-factor authentication settings | ||
*[[Session manager]] - displays a list of the user's sessions on various devices and lets you delete a compromised session | *[[App passwords | Session manager]] - displays a list of the user's sessions on various devices and lets you delete a compromised session | ||
*[[Account links]] - lets the user link their account to another account they use | *[[Account links]] - lets the user link their account to another account they use | ||
* | *Log - shows changes to the user's profile | ||
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https://s.pfx.so/pf/Xu/SZKsvH.png | https://s.pfx.so/pf/Xu/SZKsvH.png | ||
User data ( [[Positions | Position]] for example), can only be edited in the Edit mode. | |||
In addition to editing data in existing fields, you can also use this window to add [[Employee custom fields | additional fields]] to the employee's profile. | In addition to editing data in existing fields, you can also use this window to add [[Employee custom fields | additional fields]] to the employee's profile. | ||
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==Operations on employees== | ==Operations on employees== | ||
There are several additional operations you can perform on an employee in their profile, including: | There are several additional operations you can perform on an employee in their profile, including: | ||
*[[How | *[[How to change my avatar?]] | ||
*[[Appointing a temporary replacement for when the employee is away]] | *[[Temporary replacements | Appointing a temporary replacement for when the employee is away]] | ||
*[[Transferring a task to another employee]] | *[[Transferring a task to another employee]] | ||
*[[Converting the employee into a contact]] | *[[Converting the employee into a contact]] | ||
*[[Dismissing the employee]] | *[[What happens when someone terminates their employment? | Dismissing the employee]] | ||
*[[Deleting | *[[Deleting an employee]] | ||
*[[Administrator login as the employee]] | *[[Administrator login as other users | Administrator login as the employee]] | ||
==Go To== | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 13:00, 3 October 2024
User (employee) profiles contain data and settings related to specific Planfix users. There are two main ways to get to a user's profile:
1. Via the list of online users, available by clicking on the icon with your avatar in the upper right-hand corner. The user viewing the list is always at the top of the list. If you need to go to someone's user card, this is the quickest way to do so:
2. In the Company section, you can see a list of all users. Clicking any user will bring you to their profile (or card):
Regular users only have access to a portion of the data related to other account users. Account administrators and users who have been granted special contact adding and editing access can view and edit all of a contact's information.
User profile structure
User profiles contain several tabs:
- General information
- Settings
- Additional user options
- Working hours
- Subscriptions and notifications
- Rules for creating tasks by email - set rules for processing emails sent to the employee's internal email address
- Projects - shows a list of projects the employee is participating in
- Tasks - shows a list of tasks where this employee is an assignee
- Actions - shows a list of actions the employee has made
- Files - shows a list of files uploaded or created by the employee
- Reports - shows a list of reports created by the employee
- External email addresses - allows you to set one or more email addresses for the employee from which messages they write in Planfix to external recipients (contacts) will be sent
- Account security - two-factor authentication settings
- Session manager - displays a list of the user's sessions on various devices and lets you delete a compromised session
- Account links - lets the user link their account to another account they use
- Log - shows changes to the user's profile
Editing user data
When you click the Edit button in a user profile, a window will open, displaying all of the user's data. If you have the appropriate permissions, you will be able to edit this data:
User data ( Position for example), can only be edited in the Edit mode.
In addition to editing data in existing fields, you can also use this window to add additional fields to the employee's profile.
Operations on employees
There are several additional operations you can perform on an employee in their profile, including:
- How to change my avatar?
- Appointing a temporary replacement for when the employee is away
- Transferring a task to another employee
- Converting the employee into a contact
- Dismissing the employee
- Deleting an employee
- Administrator login as the employee