Customer Service Solution - Adding employees: Difference between revisions
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Add a new employee: | *Add a new employee: | ||
https://s.pfx.so/pf/TT/xentcs.png | https://s.pfx.so/pf/TT/xentcs.png | ||
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> | ||
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.