Planfix restrictions for external users: Difference between revisions

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You can grant external users access to your account. These users will have access that is more restricted than that of employees. External users are added to the contacts list, and they are granted Planfix access. This is typically how clients, external contractors, freelancers, etc., are added.
You can grant external users access to your account. These users will have access that is more restricted than that of employees. External users are added to the [[Contacts|contacts]] list, and they are granted [[External users|Planfix access]]. This is typically how clients, external contractors, freelancers, etc., are added.
===External users have the following restrictions when using Planfix===
===External users have the following restrictions when using Planfix===
*They see only their Company's projects (the company they're added to as a contact)
*They see only their [[Contacts|Company's]] projects (the company they're added to as a contact)
*They cannot create new projects
*They cannot create new projects
*They can only set tasks for client managers of projects available to them
*They can only set tasks for [[Client manager|client managers]] of projects available to them
*They don't see the Company section
*They don't see the [[Employees and company structure|Employee]] section
*They cannot be grouped
*They cannot be grouped
*They cannot be used in the company structure (so they can't be managers or have managers)
*They cannot be used in the company structure (so they can't be managers or have managers)
*They cannot add new contacts, edit existing ones, or be supervisors for contacts
*They cannot add new contacts, edit existing ones, or be supervisors for contacts
*They cannot create new reports (but can use existing ones if they are granted access)
*They cannot create new [[Reports|reports]] (but can use existing ones if they are granted access)
*They cannot create new planners (but can use existing ones if they're granted access)
*They cannot create new [[Planner|planners]] (but can use existing ones if they're granted access)
*They have no rules for creating tasks from emails
*They have no [[Rules for creating tasks by email|rules for creating tasks from emails]]
*They cannot create email notification templates for contacts with Base access
*They cannot create [[Email notification templates for contacts without Planfix access|email notification templates for contacts without Planfix access]]
*They cannot import Planfix objects
*They cannot contact Support


In all other ways, external users have the same access rights as company employees.
In all other ways, external users have the same access rights as company employees.
===Helpful information===
===Helpful information===
*Nothing is stopping you from adding people who actually work for your company as external users. Make your decisions based only on the functionalities each user needs and what would make their work most convenient. It's perfectly acceptable for some of your employees to be added as external users. For example, drivers for exports could be added as external users, because all they need to be able to do is receive and complete tasks. But as the name implies, external contacts are intended to be people who work outside your company. You may find it inconvenient to work with external contacts as if they were employees (when it comes to things like grouping, etc.).
*The same task access [[Permissions in Planfix|principles]] apply to external users and company employees.
*Access to tasks for external contacts is defined by the same principles as access for company employees
*You can add contacts to Planfix, assign them tasks, or receive tasks from them by [[Work in Planfix by means of email|email]]. If a contact does not have access to your account, they are not considered an "external user."
*You can add contacts to Planfix and assign them tasks or accept tasks from them by email. If a contact doesn't have access to your account, they aren't considered an "external user."
*You can manage the [[Setting Comment Visibility for Contacts with Advanced Access|visibility of comments]] for external users in tasks to which they have access.
*You can also [[Contact access to their company's tasks|automatically grant customers access to your company’s tasks]].




Latest revision as of 14:39, 5 November 2024

You can grant external users access to your account. These users will have access that is more restricted than that of employees. External users are added to the contacts list, and they are granted Planfix access. This is typically how clients, external contractors, freelancers, etc., are added.

External users have the following restrictions when using Planfix

  • They see only their Company's projects (the company they're added to as a contact)
  • They cannot create new projects
  • They can only set tasks for client managers of projects available to them
  • They don't see the Employee section
  • They cannot be grouped
  • They cannot be used in the company structure (so they can't be managers or have managers)
  • They cannot add new contacts, edit existing ones, or be supervisors for contacts
  • They cannot create new reports (but can use existing ones if they are granted access)
  • They cannot create new planners (but can use existing ones if they're granted access)
  • They have no rules for creating tasks from emails
  • They cannot create email notification templates for contacts without Planfix access
  • They cannot import Planfix objects
  • They cannot contact Support

In all other ways, external users have the same access rights as company employees.

Helpful information


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