Customer Service Solution - Adding employees: Difference between revisions
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To add employees who will work with requests in the [[Customer Service | To add employees who will work with requests in the [[Customer Service Solution]], follow these steps: | ||
*Go to the '''Employees''' section: | *Go to the '''Employees''' section: | ||
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== Go To == | == Go To == | ||
*[[Customer Service | *[[Customer Service Solution]] | ||
*[[Ready-made Solutions]] | *[[Ready-made Solutions]] | ||
Revision as of 23:55, 12 April 2023
To add employees who will work with requests in the Customer Service Solution, follow these steps:
- Go to the Employees 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:
- Click Create Employee
- Navigate to theSettings section in the created employee's profile:
- Set the Customer Service workspace by default:
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.