Customer Service Solution - Adding employees

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To add employees who will work with requests in the Customer Service Solution, follow these steps:

  • Go to the Employees 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.

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