Access to custom fields: Difference between revisions
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Access to a [[Custom fields | 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. | Access to a [[Custom fields | 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, | For each field, you can set which employees, customers, or [[External users | external contacts with Planfix access]] can see and edit the field: | ||
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1. You can specify access for different task/project roles: | 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: | 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=== | ===Important=== | ||
There are no access settings for [[Files (Field type) | File fields]]. All users with access to a task can see all files attached to the task in any way. | *There are no access settings for [[Files (Field type) | File fields]]. All users with access to a task can see all files attached to the task in any way. | ||
*Employees with access rights to a [[Directory entry|"Directory entry"]] field in a task can see the value in this field, regardless of whether they have access to the directory containing the entry. However, they cannot access the entry itself. | |||
== Go To== | == Go To== | ||
*[[Custom task fields]] | *[[Custom task fields]] | ||
*[[Custom fields]] | *[[Custom fields]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 12:12, 22 August 2024
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, customers, 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:
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.
- Employees with access rights to a "Directory entry" field in a task can see the value in this field, regardless of whether they have access to the directory containing the entry. However, they cannot access the entry itself.