General
Description of project roles for users
Project roles On a project, a user's rights and access are selected via Project roles and User groups. RollebeskrivelserSome readersTypes of users (company and project users)
User Types In CxPlanner, there are two different user types: Company User: The first type is a company user, the one you log in with. Project User: The second type is a project user, determining the rights you have on a project. Company User A company user is connected to a company. If one of your colleagues adds you to the platform, it is often to grant you access to your shared company. There is no limitation on how many different profiles can be connected toSome readersCreate a company-user with permission to create projects
How to create a company-user with permission to create projects By default, a user added to CxPlanner will not have permission to create their own projects. If you want to grant a user the ability to create projects, the process is slightly different. You need to assign the necessary permissions through the user management section, allowing the user to add their own projects. Guide to Creating a User with Project Creation Rights: Click on your profile icon in the top right corner. 2Few readersUser-groups on a project
A User-group is smart way to set extra access requirements on one or more users. You can combine multiple users from different companies into a User-group, and you can the restrict the access for this specific group. Examples on User-groups Turnkey contractor: Include the Turnkey Contractor and all sub-contractors. Now you can easily give access to the files-module. Ventilation contractor: Now you can easily give access to specific folders to all of them, and you can liPopularHow to re-send an invitation to an internal/external user
How to Resend an Invitation to an Internal/External User If you want to resend an invitation to an internal or external user, click on your "icon" in the top right corner and open "users." Once you’ve done this, locate the user you want to resend an invitation to and click "edit." (https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-10-Few readersHow to Resend an Invitation to an Internal/External User
How to Resend an Invitation to an Internal/External User If you want to resend an invitation to an internal or external user, click on your "icon" in the top right corner and open "users." After doing this, locate the user to whom you want to resend an invitation and click "edit." Once you have found the useFew readers