Employees and company structure
From Planfix
Most of the time, the first data entered into Planfix involves employees and company structure:
- Enter your employee list in the Company section:
● Define the structure of your company: Company - Company structure view:
You don't have to set up your company structure right away; however, if you assign department managers and set department relationships to top-level managers, you can use one of the basic access rules for Planfix tasks: managers can see the tasks of the people they manage.
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Q&A
- How can I change my username?
- Administrator login as other users
- Temporary replacements
- Transferring a task to another employee