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: