Account Management

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." If 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)

• Task processes
• Scripts for contacts
• Statuses
• Data Tags
• Custom fields
• Working hours
• System settings
• Configurations
• Workspaces
• Work in Planfix by means of email
• Security
• Account owner
• Account ownership transfer
• Access to API

Go To

• Feature Description