Planfix roles: Difference between revisions

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*[[Account owner]] - has administrator access. Can access plan management and payment. Can transfer their permissions to another user.
*[[Account owner]] - has administrator access. Can access plan management and payment. Can transfer their permissions to another user.
*Administrator - Has access to all Planfix tasks and projects. Can access all account settings. Can add users to the account. The only limitation is they can't edit the account owner's account. Can log in to Planfix through another user's account.





Revision as of 21:12, 25 August 2019

There are three main user roles in Planfix:

  • Account owner - has administrator access. Can access plan management and payment. Can transfer their permissions to another user.
  • Administrator - Has access to all Planfix tasks and projects. Can access all account settings. Can add users to the account. The only limitation is they can't edit the account owner's account. Can log in to Planfix through another user's account.



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