Access to custom fields
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.
For each field, you can set which employees, clients, or external contacts with Planfix access can see and edit the field:
There are two basic ways to set access:
1. You can specify access for different task/project roles:
2. You can set a list of specific users who will have access to the field regardless of their role in the task/project:
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.