Account link modes and limitations

Account administrators can manage account link settings: they can restrict account links and regulate the list of trusted accounts (accounts where links with contacts are created automatically).

Limiting account links

By default, users can establish outbound links from their account to any other account. For example, an employee can establish a link from their profile in one account to another account, which they consider their main account where they plan to work. This will transmit the information available to the employee in the current account (including tasks and comments the employee has access to) to their main account.

Establishing a link for contact works the same way: create a contact and set an internal email address from another account as their email address, and you'll establish a link. The contact will be able to process tasks and comments addressed to them in their main account.

Administrators can limit the creation of outbound links for employees and contacts. To do this, they must go to Account management / Account links and select Link can only be made with the listed Planfix accounts:

A field will appear where they can enter a list of accounts where links are allowed. By default, the field contains no values, which is equivalent to not allowing outbound links with other accounts:

To allow a link to be established with a specific account, you must add the account name in this field:

If a user tries to establish a link with an account not in this list, they will get a message saying this action is forbidden: