Access Tags

What are Access Tags?

Access tags can be created to give team members access to non-transactional items like a project, task type, client, vendor, or employee etc., without giving them access to everything.

To create a new access tag, go to 'settings' in the navigation bar, and select 'resource access permissions.' Click on 'add new access permissions' in the top left corner and fill out the access tag. Then, you can specify who has access to what, when you create a new project, work instruction, contact, site, or associate.