Access to custom fields
From Planfix
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.