Project Management Solution - Adding employees: Difference between revisions

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== Go To ==  
== Go To ==  
*[[Project management configuration]]
*[Project management configuration]
*[[Configurations]]
*[[Configurations]]

Revision as of 15:08, 6 March 2023

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

  • Go to the Employees section:

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  • Add a new employee:

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  • Enter the first name, last name, and email address of the employee
  • In the Groups section, add the Project managers group:

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  • Click Create Employee
  • Navigate to theSettings section in the created employee's profile:

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  • Set the Project management workspace by default:

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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. After logging in, he can start working immediately in the Project management workspace.


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