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: | ||
*The list of users who are currently online is available when you click the Online Now icon in the upper-right corner. The first entry in the list is always your own account. If you need to open your user profile, this is the fastest way to get there. | |||
*In the [[Employees and company structure | Employees section]], you can see the complete list of users. Clicking any user in the list opens that user’s profile page. | |||
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. | 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. | ||
==User profile structure== | ==User profile structure== | ||
User profiles contain several tabs: | User profiles contain several tabs: | ||
*General information | *General information | ||
*[[Settings in user cards | Settings]] | *[[Settings in user cards | Settings]] | ||
*[[Work calendar | Working hours]] | *[[Work calendar | Working hours]] | ||
*[[Subscriptions and notifications]] | *[[Subscriptions and notifications]] | ||
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*[[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 | ||
*[[Actions]] - shows a list of | *[[Actions]] - shows a list of comments the employee has made | ||
*[[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 | ||
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*[[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 | *Log - shows changes to the user's profile | ||
==Editing user data== | ==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: | 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 ( [[Positions | Position]] for example), can only be edited in the Edit mode. | User data ( [[Positions | Position]] or [[How to change the time zone?|time zone]] 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. | ||
==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: | ||
*[[Temporary replacements | 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]] | ||
*[[What happens when someone terminates their employment? | Dismissing the employee]] | *[[What happens when someone terminates their employment? | Dismissing the employee]] | ||
*[[Deleting | *[[Deleting an employee]] | ||
*[[Administrator login as other users | Administrator login as the employee]] | *[[Administrator login as other users | Administrator login as the employee]] | ||
== Go To == | |||
*[[Employee interface language]] | |||
==Go To== | *[[How to change my avatar?]] | ||
*[[Employees and company structure]] | |||
*[[Task comment feed]] | |||
*[[Fonts]] | |||
*[[Unread event count]] | |||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 15:12, 26 November 2025
User (employee) profiles contain data and settings related to specific Planfix users. There are two main ways to get to a user's profile:
- The list of users who are currently online is available when you click the Online Now icon in the upper-right corner. The first entry in the list is always your own account. If you need to open your user profile, this is the fastest way to get there.
- In the Employees section, you can see the complete list of users. Clicking any user in the list opens that user’s profile page.
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
- 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 comments 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 or time zone 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:
- 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