Project Management Solution - Adding employees: Difference between revisions

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{{#seo:
{{#seo:
|title=Project Management configuration - Adding employees
|title=Project Management Solution - Adding employees
|titlemode=append
|titlemode=append
|keywords=Planfix, configuration, work in configuration Project Management, Add employees
|keywords=Planfix, solution, work with solution Project Management, Add employees
|description=Project Management configuration - Adding employees
|description=Project Management Solution - Adding employees
}}
}}


To add employees who will work with requests in the [[Project Management configuration]], follow these steps:
To add employees who will work with requests in the [[Project Management Solution]], follow these steps:
   
   
*Go to the '''Employees''' section:
*Go to the '''Employees''' section:
https://s.pfx.so/pf/lP/Ew9BGN.png
https://s.pfx.so/pf/lP/Ew9BGN.png




*Add a new employee:
*Add a new employee:
https://s.pfx.so/pf/0b/lrSWyC.png
https://s.pfx.so/pf/0b/lrSWyC.png


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*Enter the '''first name''', '''last name''', and '''email address''' of the employee
*Enter the '''first name''', '''last name''', and '''email address''' of the employee
*In the '''Groups''' section, add the Project managers group:
*In the '''Groups''' section, add the Project managers group:
https://s.pfx.so/pf/Zw/fAnBOR.png
https://s.pfx.so/pf/Zw/fAnBOR.png


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*Click '''Create Employee'''
*Click '''Create Employee'''
*Navigate to the'''Settings''' section in the created employee's profile:
*Navigate to the'''Settings''' section in the created employee's profile:
https://s.pfx.so/pf/jQ/zW0BFt.png
 
https://s.pfx.so/pf/ub/gHQg0R.png


   
   
*Set the '''Customer Service workspace''' by default:
*Set the '''Project management workspace''' by default:
https://s.pfx.so/pf/uj/2mb43a.png
 
https://s.pfx.so/pf/N0/W7QRvm.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.
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.
After logging in, he can start working immediately in the '''Project management''' workspace.




== Go To ==  
== Go To ==  
*[[Customer Service | Customer Service configuration]]
*[[Project Management Solution]]
*[[Configurations]]
*[[Ready-made Solutions]]

Latest revision as of 02:39, 13 April 2023

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

  • Go to the Employees section:

Ew9BGN.png


  • Add a new employee:

lrSWyC.png


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

fAnBOR.png


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

gHQg0R.png


  • Set the Project management workspace by default:

W7QRvm.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 Project management workspace.


Go To

Retrieved from "http://planfix.com/help/index.php?title=Project_Management_Solution_-_Adding_employees&oldid=16302"