Customer Service Solution - Adding employees

To add employees who will work with requests in the Customer Service configuration, follow these steps:

• Go to the Company section:

Add a new employee:

Enter the first name, last name, and email address of the employee In the Groups section, add the Customer Service group: <screenshot>

Click "Create Employee" Navigate to the "Settings" section in the created employee's profile: <screenshot>

Set the Customer Service workspace by default:

<screenshot>

The employee will receive an invitation with an activation link to your specified address. When he clicks on the link, he independently sets a login and a password for further work in Planfix. After logging in, he can start working immediately in the Customer Service workspace.