Customer Service Solution - Adding employees: Difference between revisions
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|title=Customer Service Configuration - Adding employees | |title=Customer Service Configuration - Adding employees | ||
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Enter the first name, last name, and email address of the employee | Enter the '''first name''', '''last name''', and '''email address''' of the employee | ||
In the Groups section, add the Customer Service group: | In the '''Groups''' section, add the Customer Service group: | ||
<screenshot> | <screenshot> | ||
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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. | 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. | After logging in, he can start working immediately in the Customer Service workspace. | ||
Revision as of 08:25, 2 March 2023
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.