Employee can add new employees, convert contacts into employees, and edit existing employees in their group: Difference between revisions
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|title=Employee can add new employees | |||
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|keywords=planfix, account, card, employee, Employee can add new employees | |||
|description=Employee can add new employees | |||
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Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this: | Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this: | ||
*Go to the desired user's card in the '''Company''' section; | *Go to the desired user's card in the '''Company''' section; |
Revision as of 08:20, 6 December 2024
Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this:
- Go to the desired user's card in the Company section;
- Click the Edit button;
- Expand the Options panel;
- Activate the setting shown in the image below:
Then, this user will be able to add new employees and edit existing ones in the groups they belong to.