Access to custom fields

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Access to a custom field can be set when the field is created. It can also be set later, in the Account management / Custom fields / Task fields section.


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For each field, you can set which employees, clients, or external contacts with Planfix access can see and edit the field:


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There are two basic ways to set access:

1. You can specify access for different task/project roles:


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2. You can set a list of specific users who will have access to the field regardless of their role in the task/project:


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Important

There are no access settings for File fields. All users with access to a task can see all files attached to the task in any way.



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