Administrator licenses
It is essential to use a business email address and not a personal email address for the administrator license to avoid access issues in case the administrator of the account has been deleted.
To request a modification to an administrator account, contact us vis the "chat".
Creating new users
Step 1: Invite the user to Plannit
Click on "+ Add
Enter the user's name and email address
Click on "Save" to send an invitation email to the user
Step 2: Wait for the user to register
Once the user has confirmed receipt of the invitation, the status will change from "Pending" to "Active".
Step 3: Finalize the information in the profile
Code (optional): license number, if applicable to your profession
Color (optional): to visually distinguish employees in the calendar
Hourly rate (optional): The hourly rate should incorporate deductions at the source (DAS) and serve as a valuable tool for assessing the profitability of each project based on hours worked.
Assign permissions
Select the role of each user from the following options:
Administrator: user with access to all management settings
Manager: user with permissions restricted to his management level
Employee: user with restrictions related to his role
You can customize the access/permissions you want to give to your users, regardless of the role selected.
You can choose from the following list by clicking on the button to activate the ones you want :
Job
Visits
Routes
Contacts
Messages
Quotes
Invoices
Transactions
Reports
Settings
Assign notifications
Notifications allow users to be notified when activities from the list below occur in Plannit. and you can select the notifications you want your employees to receive from the following options:
Name | Notified when: |
New Customer Message (by email) | Client sends a message |
New Jobs (by email) | User is assigned work |
Paid Invoice | Client pays invoice |
Payment overdue | Invoice still unpaid after 2 payment reminders sent |
New Customer Message | Client sends a message |
New Jobs | User is assigned work |
Accepted Quote | Client accepts a quote |
Refused Quote | Client refuses a quote |
Review | Client leaves a review |
Online Booking | Client books via web bot |
Tips and tricks
In order for a user to receive notifications on their cell phone, they must have enabled notification reception in the application
Setting a resource inactive
To prevent anomalies with job files and documents associated with the employee, you will need to re-assign these documents ie. jobs, visits, quotes etc. to another employee/resource. Here is how:
From the Visits grid:
Filter a list of visits assigned to the resource you are looking to put inactive
Select all visits. On the orange band, remove the resource and then assign the new resource
On the Settings - Resources
Click on the name of the resource and under Status set to Inactive
This action ensures that their data before the Inactive status remains in the system for reference.
Deleting the resource
In the event that you not foresee this employee ever being a user again, you can delete the employee's profil on your account Settings.
On the Settings - Resources
Click on the trash bin at the end of the line