Account Management: Difference between revisions
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|title=Account Management | |||
|titlemode=append | |||
|keywords=planfix, Account | |||
|description=Account Management | |||
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Companies create their own accounts for working with Planfix. An account is a designated information space for a company, and it contains certain [https://planfix.com/prices/ specific resources]. | Companies create their own accounts for working with Planfix. An account is a designated information space for a company, and it contains certain [https://planfix.com/prices/ specific resources]. | ||
The user who creates the account will automatically become [[Account owner | its owner]]. We strongly recommend adhering to the following rule: "The account owner should be a manager at your company." Suppose an account was created by someone who isn't a manager, account ownership [[Account ownership transfer | rights should be transferred to a manager]]. | The user who creates the account will automatically become [[Account owner | its owner]]. We strongly recommend adhering to the following rule: "The account owner should be a manager at your company." Suppose an account was created by someone who isn't a manager, account ownership [[Account ownership transfer | rights should be transferred to a manager]]. | ||
==Account name== | ==Account name== | ||
The account owner sets the account name when creating the account. | The account owner sets the account name when creating the account. | ||
Account names generally align with the name of the company or brand they're associated with. One use of the account name is the third-level domain for the account on one of the Planfix domains (planfix.com, planfix.ru, planfix.ua). For this reason, account names can only contain symbols allowed in domain names: Latin letters, numbers, and some special characters. | Account names generally align with the name of the company or brand they're associated with. One use of the account name is the third-level domain for the account on one of the Planfix domains (planfix.com, planfix.ru, planfix.ua). For this reason, account names can only contain symbols allowed in domain names: Latin letters, numbers, and some special characters. | ||
'''Example:''' | '''Example:''' | ||
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The account name can be changed at a later date at the owner's request (see below) | The account name can be changed at a later date at the owner's request (see below) | ||
==Account management== | ==Account management== | ||
Only one user has full access to account management: the account owner, who created the account. | Only one user has full access to account management: the account owner, who created the account. | ||
Users with administrator access and technical administrators have limited access to account management. | Users with administrator access and technical administrators have limited access to account management. | ||
The link to account management is found in the expanded Main menu list, which is located in the upper-right corner of the screen: | The link to account management is found in the expanded Main menu list, which is located in the upper-right corner of the screen: | ||
https://pic.planfix.ru/pf/8V/biT9Tz.png | https://pic.planfix.ru/pf/8V/biT9Tz.png | ||
The following tabs are in the '''Account management''' section: | The following tabs are in the '''Account management''' section: | ||
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*Data Export - export all account data | *Data Export - export all account data | ||
*[[Creating and deleting an account | Delete Account]] - account owners can delete their account | *[[Creating and deleting an account | Delete Account]] - account owners can delete their account | ||
==Changing your account name== | ==Changing your account name== | ||
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*accounts during trial periods (the first 14 days after signing up) | *accounts during trial periods (the first 14 days after signing up) | ||
*paid and premium accounts | *paid and premium accounts | ||
'''Tip:''' You can check if the name you want is available by entering a URL like this in your browser: '''desired_name.planfix.com'''. | '''Tip:''' You can check if the name you want is available by entering a URL like this in your browser: '''desired_name.planfix.com'''. | ||
If you see a login page, the name is taken. | If you see a login page, the name is taken. | ||
If you decide to change your account name, your [[account owner]] must write to [https://planfix.com/support/ Planfix Support] and specify the desired new name. We will receive your request and change your account name. | If you decide to change your account name, your [[account owner]] must write to [https://planfix.com/support/ Planfix Support] and specify the desired new name. We will receive your request and change your account name. | ||
After the name-change process is complete, all of the employees who use your account will receive an email notification with the new login URL. | After the name-change process is complete, all of the employees who use your account will receive an email notification with the new login URL. | ||
==Important== | ==Important== | ||
All internal email addresses with your former account name will be unavailable, and you won't be able to receive emails sent to them. | All internal email addresses with your former account name will be unavailable, and you won't be able to receive emails sent to them. | ||
==Useful information== | ==Useful information== | ||
*You can work with data from different accounts in one main account by setting up a [[Account links | connection between accounts]]. This lets you keep all tasks and events in one place and process them without switching between accounts. | *You can work with data from different accounts in one main account by setting up a [[Account links | connection between accounts]]. This lets you keep all tasks and events in one place and process them without switching between accounts. | ||
Revision as of 12:48, 12 November 2024
Companies create their own accounts for working with Planfix. An account is a designated information space for a company, and it contains certain specific resources.
The user who creates the account will automatically become its owner. We strongly recommend adhering to the following rule: "The account owner should be a manager at your company." Suppose an account was created by someone who isn't a manager, account ownership rights should be transferred to a manager.
Account name
The account owner sets the account name when creating the account.
Account names generally align with the name of the company or brand they're associated with. One use of the account name is the third-level domain for the account on one of the Planfix domains (planfix.com, planfix.ru, planfix.ua). For this reason, account names can only contain symbols allowed in domain names: Latin letters, numbers, and some special characters.
Example:
- The company Oza LLC has an account called Oza
- Their employees log in at https://oza.planfix.com/
The account name can be changed at a later date at the owner's request (see below)
Account management
Only one user has full access to account management: the account owner, who created the account. Users with administrator access and technical administrators have limited access to account management.
The link to account management is found in the expanded Main menu list, which is located in the upper-right corner of the screen:
The following tabs are in the Account management section:
- Processes - create new processes and edit existing ones
- Statuses - create and configure task statuses
- Data Tags - configure the use of data tags and create new data tags
- Custom fields - use fields in tasks, projects, contacts
- Working hours - configure company work time
- System settings - adjust settings that will be applied to the entire account
- Solutions - manage available Planfix ready-made solutions
- Workspaces
- Integrations - enable integrations with external services
- Work in Planfix by means of email - contains general account settings for working with email
- Security - configure account access rules for different users
- Account owner
- Account ownership transfer - transfer owner privileges to another account user
- Access to API - manage keys for using the Planfix API
- Data Export - export all account data
- Delete Account - account owners can delete their account
Changing your account name
The process for changing an account name is free and available for:
- accounts during trial periods (the first 14 days after signing up)
- paid and premium accounts
Tip: You can check if the name you want is available by entering a URL like this in your browser: desired_name.planfix.com. If you see a login page, the name is taken.
If you decide to change your account name, your account owner must write to Planfix Support and specify the desired new name. We will receive your request and change your account name.
After the name-change process is complete, all of the employees who use your account will receive an email notification with the new login URL.
Important
All internal email addresses with your former account name will be unavailable, and you won't be able to receive emails sent to them.
Useful information
- You can work with data from different accounts in one main account by setting up a connection between accounts. This lets you keep all tasks and events in one place and process them without switching between accounts.
- You can work with users from different Planfix accounts and assign them tasks right from your account or by email.
- Unused Planfix accounts are deleted after a certain period of time. It's important to familiarize yourself with our process for automatically deleting accounts.