Access to workspace: Difference between revisions
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{{#seo: | |||
|title=Access to workspace in Planfix | |||
|titlemode=append | |||
|keywords=planfix, workspaces, interface, usability, job description, access rights | |||
|description= Setup instructions for configuring access rights to Planfix workspaces | |||
}} | |||
Account administrators can configure access to any [[Workspaces | workspace]]. Permissions can be managed within a workspace, or when creating or editing one: | Account administrators can configure access to any [[Workspaces | workspace]]. Permissions can be managed within a workspace, or when creating or editing one: | ||
https://pic.planfix.ru/pf/D7/HHNxUs.png | https://pic.planfix.ru/pf/D7/HHNxUs.png | ||
Clicking on this field brings up the standard Planfix interface for setting access permissions to an object: | Clicking on this field brings up the standard Planfix interface for setting access permissions to an object: | ||
https://pic.planfix.ru/pf/rt/vy48kJ.png | https://pic.planfix.ru/pf/rt/vy48kJ.png | ||
It allows you to configure access to a workspace for both employees and clients ([[External users | contacts with Planfix access]]). | It allows you to configure access to a workspace for both employees and clients ([[External users | contacts with Planfix access]]). | ||
==Quickly set a workspace as default== | ==Quickly set a workspace as default== | ||
Below the setting Access to workspace there are two links to easily set a default workspace: | Below the setting '''Access to workspace''' there are two links to easily set a default workspace: | ||
https://pic.planfix.ru/pf/b4/4ndvTu.png | https://pic.planfix.ru/pf/b4/4ndvTu.png | ||
They let you set the current workspace as default for the desired group of users with a single click. Additional info: | They let you set the current workspace as default for the desired group of users with a single click. Additional info: | ||
The workspace will be entered in the corresponding field in the card of the employee or contact with Planfix access. It can be changed there manually, or it can be changed by going to a different workspace and clicking one of the two links for setting as default. | *The workspace will be entered in the corresponding field in the card of the employee or contact with Planfix access. It can be changed there manually, or it can be changed by going to a different workspace and clicking one of the two links for setting as default. | ||
When setting a default workspace for all contacts with access, the workspace will also be set in all contact and company templates, so future contacts created in the company will automatically get the same default workspace. | *When setting a default workspace for all contacts with access, the workspace will also be set in all contact and company templates, so future contacts created in the company will automatically get the same default workspace. | ||
==Important== | |||
Important | *The access that you provide to a workspace only determines which users see it in their list of workspaces. The data that specific users see in the workspace is determined by their [[Permissions in Planfix | permissions]]. | ||
The access that you provide to a workspace only determines which users see it in their list of workspaces. The data that specific users see in the workspace is determined by their permissions. | *You can remove access to the basic workspace for [[External users | contacts with Planfix access]]. You can also do this for employees if the basic workspace isn't chosen as their default. | ||
You can remove access to the basic workspace for contacts with Planfix access. You can also do this for employees if the basic workspace isn't chosen as their default. | |||
== Go | == Go To== | ||
*[[Workspaces]] | *[[Workspaces]] | ||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
__FORCETOC__ | |||
Latest revision as of 14:19, 28 October 2024
Account administrators can configure access to any workspace. Permissions can be managed within a workspace, or when creating or editing one:
Clicking on this field brings up the standard Planfix interface for setting access permissions to an object:
It allows you to configure access to a workspace for both employees and clients ( contacts with Planfix access).
Quickly set a workspace as default
Below the setting Access to workspace there are two links to easily set a default workspace:
They let you set the current workspace as default for the desired group of users with a single click. Additional info:
- The workspace will be entered in the corresponding field in the card of the employee or contact with Planfix access. It can be changed there manually, or it can be changed by going to a different workspace and clicking one of the two links for setting as default.
- When setting a default workspace for all contacts with access, the workspace will also be set in all contact and company templates, so future contacts created in the company will automatically get the same default workspace.
Important
- The access that you provide to a workspace only determines which users see it in their list of workspaces. The data that specific users see in the workspace is determined by their permissions.
- You can remove access to the basic workspace for contacts with Planfix access. You can also do this for employees if the basic workspace isn't chosen as their default.