Planfix roles: Difference between revisions
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|title=Planfix roles | |||
|titlemode=append | |||
|keywords=planfix, roles | |||
|description=Planfix roles | |||
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There are five main user roles in Planfix: | 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. | *'''[[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]]. | *'''[[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: | *'''[[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; | **access to directories and data tags; | ||
**deleting directories and data tags; | **deleting directories and data tags; | ||
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**deleting data from the recycle bin (tasks, projects, contacts, directories, etc.) | **deleting data from the recycle bin (tasks, projects, contacts, directories, etc.) | ||
**configuring sending email through company server at the account level. | **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]], [[ | *'''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== | ==Additional roles== | ||
Depending on the settings of a particular account, there can be additional roles in Planfix: | 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]] | *[[Project roles]] | ||
*[[Task roles]] | *[[Tasks#Roles and access to task | 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. | |||
== Go To== | == Go To== | ||
*[[Feature Description]] | *[[Feature Description]] | ||
*[[Planfix]] | *[[Planfix]] | ||
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.