Customer Service Solution - Adding employees: Difference between revisions

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To add employees who will work with requests in the [[Customer Service configuration]], follow these steps:
To add employees who will work with requests in the [[Customer Service Solution]], follow these steps:
*Go to the '''Employees''' section:


https://s.pfx.so/pf/3I/Xl5JHL.png
   
   


Go to the Company section:
*Add a new employee:
<screenshot>
 
https://s.pfx.so/pf/Ft/ZwA3k2.png


   
   


Add a new employee
*Enter the '''first name''', '''last name''', and '''email address''' of the employee
<screenshot>
*In the '''Groups''' section, add the Customer Service group:
 
https://s.pfx.so/pf/dM/3Hl2SQ.png


   
   


Enter the first name, last name, and email address of the employee
*Click '''Create Employee'''
In the Groups section, add the Customer Service group:
*Navigate to the'''Settings''' section in the created employee's profile:
<screenshot>


https://s.pfx.so/pf/jQ/zW0BFt.png
 
Click "Create Employee"
Navigate to the "Settings" section in the created employee's profile:
<screenshot>


   
   
*Set the '''Customer Service workspace''' by default:


Set the Customer Service workspace by default:
https://s.pfx.so/pf/uj/2mb43a.png
 
   
   


<screenshot>
The employee will receive an invitation with an activation link to your specified address. When he clicks on the link, he independently sets a login and a password for further work in Planfix.
After logging in, he can start working immediately in the '''Customer Service''' workspace.




The employee will receive an invitation with an activation link to your specified address. When he clicks on the link, he independently sets a login and a password for further work in Planfix.
== Go To ==
After logging in, he can start working immediately in the Customer Service workspace.
*[[Customer Service Solution]]
*[[Ready-made Solutions]]
*[[Feature Description]]

Latest revision as of 16:01, 18 December 2023

To add employees who will work with requests in the Customer Service Solution, follow these steps:

  • Go to the Employees section:

Xl5JHL.png


  • Add a new employee:

ZwA3k2.png


  • Enter the first name, last name, and email address of the employee
  • In the Groups section, add the Customer Service group:

3Hl2SQ.png


  • Click Create Employee
  • Navigate to theSettings section in the created employee's profile:

zW0BFt.png


  • Set the Customer Service workspace by default:

2mb43a.png


The employee will receive an invitation with an activation link to your specified address. When he clicks on the link, he independently sets a login and a password for further work in Planfix. After logging in, he can start working immediately in the Customer Service workspace.


Go To

Retrieved from "http://planfix.com/help/index.php?title=Customer_Service_Solution_-_Adding_employees&oldid=18082"