Planfix roles: Difference between revisions

Latest revision as of 12:41, 12 November 2024

There are five main user roles in Planfix:

Account owner - has administrator access. Can access plan management and payment. Can transfer their permissions to another user.
Administrator - Has access to all Planfix tasks and projects. Can access all account settings. Can add users to the account. The only limitation is they can't edit the account owner's account. Can log in to Planfix through another user's account.
Technical administrator - Can apply most account settings, but cannot access data and cannot add users to the account. This role is only available with Corporate or equivalent plans. Technical administrators have access to the Account management section and can configure everything an Administrator can, except:
- access to directories and data tags;
- deleting directories and data tags;
- deleting fields and field sets;
- deleting configurations (but they can install them);
- deleting data from the recycle bin (tasks, projects, contacts, directories, etc.)
- configuring sending email through company server at the account level.
User - has access to tasks and projects they are participating in. Does not have access to configure the majority of Planfix entities (directories, Data Tags, reports, etc.) but can configure the Planfix interface as they wish. The majority of employees and all external contacts with Planfix access usually have this role.
Robots perform automatic operations, such as API calls, sending various alerts and questions, etc. They have administrator rights, but they can't log in to the web interface or use the mobile app.

Additional roles

Depending on the settings of a particular account, there can be additional roles in Planfix:

Administrator - configured in Company structure; has access to tasks of subordinate employees and departments.
Project roles
Task roles

How to assign a role to an employee

Go to the employee’s profile card.
Click Edit.
Assign the appropriate role to the employee in the System role field.

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-<pre>
+{{#seo:
-The translation of this page is done using machine translation technology.
+|title=Planfix roles
-We apologize for any inaccuracies and errors.
+|titlemode=append
-</pre>
+|keywords=planfix, roles
+|description=Planfix roles
+}}
+There are five main user roles in Planfix:
-In Planfix, there are four main user roles:
+*'''[[Account owner]]''' - has administrator access. Can access plan management and payment. Can transfer their permissions to another user.
+*'''[[Administrator]]''' - Has access to all Planfix tasks and projects. Can access all account settings. Can add users to the account. The only limitation is they can't edit the account owner's account. [[Administrator login as other users | Can log in to Planfix through another user's account]].
+*'''[[Technical administrator]]''' - Can apply most account settings, but cannot access data and cannot add users to the account. This role is only available with Corporate or equivalent plans. Technical administrators have access to the [[Account Management | Account management section]] and can configure everything an Administrator can, except:
+**access to directories and data tags;
+**deleting directories and data tags;
+**deleting fields and field sets;
+**deleting configurations (but they can install them);
+**deleting data from the recycle bin (tasks, projects, contacts, directories, etc.)
+**configuring sending email through company server at the account level.
+*'''User''' - has access to tasks and projects they are participating in. Does not have access to configure the majority of Planfix entities ([[directories]], [[Data Tags]], [[reports]], etc.) but can configure the Planfix interface as they wish. The majority of employees and all external contacts with Planfix access usually have this role.
+*'''[[Robots]]''' perform automatic operations, such as API calls, sending various alerts and questions, etc. They have administrator rights, but they can't log in to the web interface or use the mobile app.
-*'''User''' - has access to tasks and projects in which participates. Does not have the right settings most of the entities of Planfix ([[Guides | guides]], [[Intelligence | intelligence]], [[Reports | reports]], etc.), but can customize the interface of Planfix according to your preferences. The majority of employees and all external contacts with access to Planfix usually get this role.
+==Additional roles==
+Depending on the settings of a particular account, there can be additional roles in Planfix:
+*Administrator - configured in [[Company structure]]; has access to tasks of subordinate employees and departments.
-*'''Administrator''' - Has access to all tasks and projects of Planfix. Can produce all of the settings in the account. Has the right to add users to the account. The only limitation: you cannot edit the account of the account owner.
+*[[Project roles]]
+*[[Tasks#Roles and access to task | Task roles]]
-*'''Technical administrator''' - Can produce most of the settings in the account but not have access to and can not add users to the account. This role is available only in the package "'Corporation"' and similar packages. Technical administrator gets access to the [[Account | Management account]] and can set there all the same as Administrator, except:
-**access to handbooks and analytics;
-**removal of references and analytics;
-**delete configurations (set configuration).
-*'''The owner of the account''' - Has all administrator rights. Has access to subscription management and payment service. May assign its rights to another user of the system.
-Also, depending on the settings of your account, Planfix may be additional roles:
-*Head is configured in [[structure of the company | company Structure]]; has access to the tasks of subordinate employees and departments.
-*[[Roles in project |Role in the project]]
-*[[Roles and access to task |Role in the task]]
+==How to assign a role to an employee==
+*Go to the employee’s profile card.
+*Click '''Edit.'''
+*Assign the appropriate role to the employee in the '''System role''' field.
 == Go To==
 *[[Feature Description]]
 *[[Planfix]]