To set up user rights to create tags, follow these steps:
- Go to Settings > User Roles & Rights > [Role Name] > CRM tab.
- Select any of the checkboxes in the "Tags" column.
User Role/Right |
Definition |
|
Create Tag |
Allows the user to create and add tags throughout Service Autopilot. |
|
Create Tag Category |
Allows the user to create new tag categories. |