Customer Service Solution - Adding employees
From Planfix
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: <screenshot>
Click "Create Employee" Navigate to the "Settings" section in the created employee's profile: <screenshot>
Set the Customer Service workspace by default:
<screenshot>
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.