List of roles/departments and what members of each can do on Plannr

Hi,

As newbies to Plannr, my wife (and administrator extraordinaire) are both beginning to use the system. I’m the sole adviser in the company.

We’re confused about the different employee roles and departments as far as what each combination allows the employee to do on the system.

For instance, as an administrator (i.e. admin role), my wife can’t create contacts, because this is something only people who are in the adviser department can do.

Could a list of the functions which each role, and each department, can do, be included on the system?

Perhaps update the existing ‘Adding an employee’ help page with more granular information.

Area of the system
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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

About 2 years ago

Author

Peter Wray

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