Access to custom fields: Difference between revisions
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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: | |||
Access to custom | |||
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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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1. You can specify | |||
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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2. You can | 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. | |||
== Go To== | == Go To== | ||
*[[Custom | *[[Custom Task fields]] | ||
*[[Custom | *[[Custom fields]] | ||
*[[Types of custom fields]] | |||
*[[Tasks]] | |||
*[[Feature Description]] | |||
Revision as of 20:29, 21 May 2020
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.
<screenshot>
For each field, you can set which employees, clients, or external contacts with Planfix access can see and edit the field:
<screenshot>
There are two basic ways to set access: 1. You can specify access for different task/project roles:
<screenshot>
2. You can set a list of specific users who will have access to the field regardless of their role in the task/project:
<screenshot>
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.