Access to custom fields: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
{{#seo: | |||
|title=Access to custom fields | |||
|titlemode=append | |||
|keywords=planfix, custom fields, access | |||
|description=Access to custom fields | |||
}} | |||
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. | ||
https://s.pfx.so/pf/6Z/RLVWJn.jpg | |||
For each field, you can set which employees, clients, or [[External users | external contacts with Planfix access]] can see and edit the field: | For each field, you can set which employees, clients, or [[External users | external contacts with Planfix access]] can see and edit the field: | ||
https://s.pfx.so/pf/xn/19x67m.jpg | |||
https:// | |||
'''There are two basic ways to set access:''' | '''There are two basic ways to set access:''' | ||
1. You can specify access for different task/project roles: | 1. You can specify access for different task/project roles: | ||
https://s.pfx.so/pf/oK/5eQRFT.jpg | |||
https:// | |||
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: | ||
https://s.pfx.so/pf/sp/Z1RoU6.jpg | |||
https:// | |||
===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. | ||
== Go To== | == Go To== | ||
Revision as of 06:49, 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, 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:
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.