Employee can add new employees, convert contacts into employees, and edit existing employees in their group: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
(One intermediate revision by the same user not shown) | |||
Line 1: | Line 1: | ||
Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this: | Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this: | ||
*Go to the desired user's card in the Company section; | *Go to the desired user's card in the '''Company''' section; | ||
*Click the Edit button; | *Click the '''Edit''' button; | ||
*Expand the Options panel; | *Expand the '''Options''' panel; | ||
*Activate the setting shown in the image below: | *Activate the setting shown in the image below: | ||
Line 9: | Line 9: | ||
https://s.pfx.so/pf/e6/mZWW1W.png | https://s.pfx.so/pf/e6/mZWW1W.png | ||
Then, this user will be able to add new employees and edit existing ones in the groups they belong to. | Then, this user will be able to add new employees and edit existing ones in the groups they belong to. | ||
Latest revision as of 07:22, 23 October 2020
Account administrators can allow a user to add new employees, turn contacts into employees, and edit existing employees in their groups. To do this:
- Go to the desired user's card in the Company section;
- Click the Edit button;
- Expand the Options panel;
- Activate the setting shown in the image below:
Then, this user will be able to add new employees and edit existing ones in the groups they belong to.