System fields: Difference between revisions
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How to give employees or contacts access to system fields: | How to give employees or contacts access to system fields: | ||
*[[#Access to system fields of tasks|tasks]] | *[[#Access to system fields of tasks|tasks]] | ||
*[[#Access to system fields of contacts | *[[#Access to system fields of contacts|contacts]] | ||
*[[#Access to system fields of projects|projects]] | *[[#Access to system fields of projects|projects]] | ||
== Access to task system fields == | == Access to task system fields == | ||
To set up access to the system fields of tasks, go to '''Account management''' — '''Custom fields''' — '''Task fields''' — '''System fields''': | To set up access to the system fields of tasks, go to '''Account management''' — '''Custom fields''' — '''Task fields''' — '''System fields''': | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/aA/rpAjVj.jpg | ||
Set the necessary access levels for employees or contacts: | Set the necessary access levels for employees or contacts: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/Ph/HuRNph.jpg | ||
== Access to contact system fields == | == Access to contact system fields == | ||
To set up access to the system fields of contacts, go to '''Account management''' — '''Custom fields''' — '''Contact fields''' — '''System fields''': | To set up access to the system fields of contacts, go to '''Account management''' — '''Custom fields''' — '''Contact fields''' — '''System fields''': | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/dX/GcVbQQ.jpg | ||
Set the necessary access levels for employees or contacts: | Set the necessary access levels for employees or contacts: | ||
https://s.pfx.so/pf/Ny/EtSsSx.jpg | https://s.pfx.so/pf/Ny/EtSsSx.jpg | ||
== Access to project system fields == | == Access to project system fields == | ||
To set up access to the system fields of projects, go to '''Account management''' — '''Custom fields''' — '''Project fields''' — '''System fields''': | To set up access to the system fields of projects, go to '''Account management''' — '''Custom fields''' — '''Project fields''' — '''System fields''': | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/Ed/m2ZviQ.jpg | ||
Set the necessary access levels for employees or contacts: | Set the necessary access levels for employees or contacts: | ||
https://s.pfx.so/pf/gB/93PbPi.jpg | https://s.pfx.so/pf/gB/93PbPi.jpg | ||
== Important == | == Important == | ||
An employee with the permissions to edit a system field will be able to change data in it in any task. | An employee with the permissions to edit a system field will be able to change data in it in any task. | ||
Latest revision as of 13:09, 30 September 2024
System Fields are fields in tasks, contacts, and projects that cannot be changed in any way. They are used to making sure Planfix runs reliably. System fields cannot be edited, new ones cannot be added, nor can they be added to the set of fields.
How to give employees or contacts access to system fields:
Access to task system fields
To set up access to the system fields of tasks, go to Account management — Custom fields — Task fields — System fields:
Set the necessary access levels for employees or contacts:
Access to contact system fields
To set up access to the system fields of contacts, go to Account management — Custom fields — Contact fields — System fields:
Set the necessary access levels for employees or contacts:
Access to project system fields
To set up access to the system fields of projects, go to Account management — Custom fields — Project fields — System fields:
Set the necessary access levels for employees or contacts:
Important
An employee with the permissions to edit a system field will be able to change data in it in any task.