Client's Dashboard: Difference between revisions
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The dashboard gives your contacts ( | {{#seo: | ||
|title= Client's Dashboard | |||
|titlemode=append | |||
|keywords=planfix, dashboard, Client's Dashboard | |||
|description=dashboard | |||
}} | |||
The dashboard gives your [[Contacts|contacts]] (customers, partners, contractors, etc.) access to information in the Planfix team-based management system. It is provided automatically to all contacts you communicate with from Planfix, free of charge. | |||
A link to the dashboard is placed at the footer of each email notification sent from Planfix to an external contact. The link text is | A link to the dashboard is placed at the footer of each email notification sent from Planfix to an external contact. The link text is '''Full conversation history''', and it leads to the client's Dashboard: | ||
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https://pic.planfix.ru/pf/Dt/1Nkmzi.png | https://pic.planfix.ru/pf/Dt/1Nkmzi.png | ||
== Important == | == Important == | ||
*Contacts cannot work with checklists not visible to them in the dashboard. | *Contacts cannot work with [[Checklists|checklists]] not visible to them in the dashboard. | ||
*If your contact is an assignee in a task, the task description is accessible in the dashboard. | *If your contact is an [[Task assignees|assignee]] in a task, the task description is accessible in the dashboard. | ||
*If you contact a task participant, the task description will not be accessible, but the task name will be visible. | *If you contact a [[Task participants|task participant]], the task description will not be accessible, but the task name will be visible. | ||
*You can grant your customers automatic access to your company's tasks. | *You can grant your customers [[Contact access to their company's tasks|automatic access to your company's tasks]]. | ||
*In addition to the dashboard, customers can have advanced access via the External user role. | *In addition to the dashboard, customers can have advanced access via the [[External users|external user]] role. | ||
== Usefull == | == Usefull == | ||
If the emails your customers receive do not contain a link to the dashboard, you must insert it into the | If the emails your customers receive do not contain a link to the dashboard, you must insert it into the [[Email notification templates for contacts without Planfix access|notification template]] you use: | ||
https://s.pfx.so/pf/t9/kYrn2Y.jpg | https://s.pfx.so/pf/t9/kYrn2Y.jpg | ||
Latest revision as of 08:56, 24 June 2024
The dashboard gives your contacts (customers, partners, contractors, etc.) access to information in the Planfix team-based management system. It is provided automatically to all contacts you communicate with from Planfix, free of charge.
A link to the dashboard is placed at the footer of each email notification sent from Planfix to an external contact. The link text is Full conversation history, and it leads to the client's Dashboard:
The dashboard allows clients or other external contacts who receive Planfix notifications to:
- See the full conversation history of tasks
- Add comments and files
- View and download files attached to tasks
- View a list of available tasks and switch between them
Important
- Contacts cannot work with checklists not visible to them in the dashboard.
- If your contact is an assignee in a task, the task description is accessible in the dashboard.
- If you contact a task participant, the task description will not be accessible, but the task name will be visible.
- You can grant your customers automatic access to your company's tasks.
- In addition to the dashboard, customers can have advanced access via the external user role.
Usefull
If the emails your customers receive do not contain a link to the dashboard, you must insert it into the notification template you use:
