Planfix access for employees and clients

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Planfix supports three levels of access:

  • Employee - full use of all system features, limited only by plan and permissions, which are determined by the account owner and administrator. Employees are added by the administrator or another designated employee in the Company section.
  • External users are clients or other people who are not directly part of your company but have access to your account with certain restrictions. Your plan determines the number of external users you can link to your account.
  • Client dashboard - a separate Planfix interface that looks like the regular system interface. This is used to conveniently display in one place all communication sent to the company by email. It's free for all contacts added to your account.


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