Project Management Solution - Adding employees: Difference between revisions

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*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/ub/gHQg0R.png
https://s.pfx.so/pf/ub/gHQg0R.png


   
   
*Set the '''Project management workspace''' by default:
*Set the '''Project management workspace''' by default:
https://s.pfx.so/pf/N0/W7QRvm.png
https://s.pfx.so/pf/N0/W7QRvm.png
   
   

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.


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