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.
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Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Peter Wray
Get notified by email when there are changes.
Rejected
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
About 2 years ago

Peter Wray
Get notified by email when there are changes.