Access Tags
1min
Access tags can be created to give team members access to non-transactional items like a project, task type, client, vendor, or employee etc., without giving them access to everything.
To create a new access tag, go to ‘settings’ in the navigation bar, and select ‘access tags’ from the dropdown menu. Click on the plus sign in the top left corner and fill out the access tag. Then, you can specify who has access to what, when you create a new project, WIP, contact, site, or client/vendor/employee.
Updated 25 Mar 2024
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