Customer Service Solution - Adding employees

To add employees who will work with requests in the Customer Service configuration, follow these steps:

• Go to the Company 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.

Go To

• Customer Service Configuration
• Configurations