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:
- 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.