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Helpdesk

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Activity overview

Latest activity by Helpdesk
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    Helpdesk created an article,

    Creating access levels

    Copying an existing access level to create new one To create a new access level based on an existing access level, follow these steps: Log in as Administrator (or a user who has the ‘Manage System...

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    Helpdesk created an article,

    Modifying job roles and project permissions

    Changing job roles of project members To change the job role of a project member: Click the job role indicator/selector of the project member. Select a new job role.       Editing job roles and ...

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    Helpdesk created an article,

    Job Roles: Adding, Editing and Deleting

      In order to manage job roles, you need the Manage Job Roles permission enabled in your access level.         Adding job roles To add a job role, please follow the steps below: Click through L...

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    Helpdesk created an article,

    Access levels and job roles overviews

    Access Level Overview Access level is a property given to every user or job role in order to enable them to perform certain actions with regard to system settings, projects, portfolios, other funct...

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    Helpdesk created an article,

    Default permissions for portfolios

    Every role in Easy Projects has a portfolio component that is one of four named portfolio roles. When creating or editing a role you need to choose of a default portfolio role. A portfolio roles ha...

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    Helpdesk created a post,

    Release - Integrations page and Mobile Apps link

    Mobile Apps link Now you can find our mobile apps for Android and IOS right in the product, just click on your avatar and select the "Mobile apps" link. Integrations page We are excited to tell yo...

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    Helpdesk created an article,

    OAuth Clients

      Integrations and OAuth 2.0 Clients are only available for Birdview (PSA version of Easy Projects) accounts. Please check out our Birdview pricing plans to learn more.     Overview OAUTH 2.0 is...

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    Helpdesk created a post,

    Release - Export Updates

    Now we allow exporting all activities from the current Activity Center view to CSV, even if some of them are collapsed. You don't need to click expand multiple times to export all activities from t...

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    Helpdesk created an article,

    Scheduling Activity Hours

    When you are done with assigning the activity or are in the middle of it, you can schedule the activity's hours, estimated or left, among the assignees. Scheduling activity hours is part of the ove...

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    Helpdesk commented,

    Official comment

    Hello Susan, It's possible with the option "Send notification". Please check the KB article at https://help.easyprojects.net/hc/en-us/community/posts/4411704825869-Allow-a-Form-to-send-request-noti...