Employee can add new employees, convert contacts into employees, and edit existing employees in their group: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
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:



Revision as of 07:21, 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:

 

mZWW1W.png

  Then, this user will be able to add new employees and edit existing ones in the groups they belong to.


Go To