Account Management
Companies create their own accounts for working with Planfix. An account is a designated information space for a company, and it contains certain specific resources.
The user who creates the account will automatically become its owner. We strongly recommend adhering to the following rule: "The account owner should be a manager at your company." If an account was created by someone who isn't a manager, account ownership rights should be transferred to a manager.
Account name
The account owner sets the account name when creating the account.
Account names generally align with the name of the company or brand they're associated with. One use of the account name is the third-level domain for the account, on one of the Planfix domains (planfix.com, planfix.ru, planfix.ua). For this reason, account names can only contain symbols allowed in domain names: Latin letters, numbers, and some special characters.
Example:
- The company Oza LLC has an account called Oza
- Their employees log in at: https://oza.planfix.com/
The account name can be changed at a later date at the owner's request (see below)
Account management
Only one user has full access to account management: the account owner, who created the account. Users with administrator access and technical administrators have limited access to account management.
The link to account management is found in the expanded Main menu list, which is located in the upper-right corner of the screen:
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The following tabs are in the Account management section:
- Task processes - create new processes and edit existing ones
- Scripts for contacts
- Statuses - create and configure task statuses
- Data Tags - configure use of data tags and create new data tags
- Custom fields - use fields in tasks, projects, contacts
- Working hours - configure company work time
- System settings - adjust settings that will be applied to the entire account
- Configurations - manage available Planfix configurations
- Workspaces
- Integrations - enable integrations with external services
- Work in Planfix by means of email - contains general account settings for working with email
- Security - configure account access rules for different users
- Account owner - transfer owner privileges to another account user
- Account ownership transfer
- Access to API - manage keys for using the Planfix API
- Data Export - export all account data
- Delete Account - account owners can delete their account