Contact access to their company's tasks

You can automatically grant external users or contacts access to all tasks in the Dashboard where their company is the counterparty.

To do this, in the contact template, go to "Settings and guest access to Planfix" and enable the Can see tasks where their company is a counterparty setting.

Then the contact will receive access to all tasks where their company is the counterparty. In terms of what they can do in these tasks, their access level is similar to that of a task participant. They will be shown in a separate section in the Permissions panel in each task's card:

In these tasks:

• contacts with Base access to your account (in the Dashboard) will see comments addressed to other contacts from their company, as well as comments written by those contacts;
• contacts with Advances access (external users) will see the same.

Additional features

• If you need a task to be inaccessible to the client’s contacts — except those explicitly assigned to roles — disable the Automatic access for all of a counterparty's contacts option .

Important

• If the setting " See all unhidden comments in tasks and contact cards available to them" is not activated in your account settings, external users who are contacts at the other company, will be able to see comments between employees in your account.
• This option is only available for accounts with Plan B and Plan X plans

Go To

• External users
• Contacts
• Feature Description