Employee can manage external contact Planfix access: Difference between revisions
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|title=Employee can manage external contact Planfix access | |||
|titlemode=append | |||
|keywords=planfix, account, card, employee, manage external contact Planfix access | |||
|description=Employee can manage external contact Planfix access | |||
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Account administrators can allow a user to manage external contact Planfix access. To do this: | Account administrators can allow a user to manage external contact Planfix access. To do this: | ||
*go to the desired [[User profile | user's card]] in the Company section; | *go to the desired [[User profile | user's card]] in the Company section; | ||
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*activate the setting '''Can manage external contact Planfix access''': | *activate the setting '''Can manage external contact Planfix access''': | ||
https://s.pfx.so/pf/ZG/hWuzSn.png | https://s.pfx.so/pf/ZG/hWuzSn.png | ||
After this is done, the user will be able to grant [[External users | external contacts]] access to Planfix: | After this is done, the user will be able to grant [[External users | external contacts]] access to Planfix: | ||
https://s.pfx.so/pf/rj/mmHLyM.png | https://s.pfx.so/pf/rj/mmHLyM.png | ||
Latest revision as of 09:18, 3 October 2024
Account administrators can allow a user to manage external contact Planfix access. 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 Can manage external contact Planfix access:
After this is done, the user will be able to grant external contacts access to Planfix:
