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 primary account admin. We strongly recommend adhering to the following rule: "The Primary Account Admin should be a manager at your company." Suppose an account was created by someone who isn't a manager, Primary Account Admin's [[Transfer Primary Account Admin Rights | rights should be transferred to a manager]].

Account name

The Primary account admin 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 Primary Account Admin's request (see below)

Account management

Only one user has full access to account management: the primary account admin, 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.

The following tabs are in the Account management section:

• System settings — let you configure settings that apply across the entire account.
• Integrations — enables integration of Planfix with external services.
• Planfix AI — AI assistant management that simplifies and speeds up routine operations: working with text, translating into other languages, configuring the system. Use of AI tools is charged with AI credits.
• Types of objects — allow the creation and customization of an object, a digital twin of a physical object, or a real-world process within Planfix.
• Data tags — provides tools for configuring data tag workflows and creating new data tags.
• Solutions — manages the available solutions in Planfix.
• Workspaces — provides a dedicated area for managing workspaces within the account.
• Email — contains general account settings for email management.
• Account security — combines settings for protecting and owning the account. Inside subsections:
  • Access by IP — setting access rules to the account for different users.
  • Two-factor authentication — managing 2FA at the account level.
  • Password policy — password creation and usage rules: complexity requirements, expiration and other settings.
  • Primary Account Admin — allows transferring admin rights to another account user.
  • Account links — setting up connections with other Planfix accounts, as well as restricting the list of accounts with which connection is allowed.
  • Delete account — allows the Primary Account Admin to delete it.
• Incoming webhooks — allows configuring incoming webhooks: special links
• Access to API — allows management of keys required for using the Planfix API.
• Data export — allows exporting all account data.
• Log — logs and statistics on account activity. Inside subsections:
  • System settings changes — history of account settings changes: who, what and when changed.
  • Outgoing HTTP requests — a general log of all HTTP Requests sent from Planfix to external services. Useful for debugging integrations and scripts.
  • Automation statistics — a summary of automatic script triggers in the account.
  • AI usage statistics — expenditure of AI credits on Planfix AI tools.

Changing your account name

The process for changing an account name is free and available for:

• accounts during trial periods (the first 14 days after signing up)
• paid and premium accounts

You can check if the name you want is available by entering a URL like this in your browser: desired_name.planfix.com. If you see a login page, the name is taken.

If you decide to change your account name, your Primary Account Admin must write to Planfix Support and specify the desired new name. We will receive your request and change your account name.

After the name-change process is complete, all of the employees who use your account will receive an email notification with the new login URL.

All previous internal addresses associated with the old account name will no longer be accessible, and you will no longer be able to receive emails to those addresses. Here’s what you need to do:

• Update all email forwarding settings, email processing rules, and any other configurations where the old account name was used to the new account name.
• If you are using the API or integrations (including telephony integrations), you will need to reconfigure them accordingly.

Useful information

• You can work with data from different accounts in one main account by setting up a connection between accounts. This lets you keep all tasks and events in one place and process them without switching between accounts.
• You can work with users from different Planfix accounts and assign them tasks right from your account or by email.

Important

• Unused Planfix accounts are deleted regularly. Please make sure to review the account auto-deletion procedure.

Go To

• Creating and deleting an account
• Feature Description