User Rights for Tags

To set up user rights to create tags, follow these steps:

  1. Go to Settings > User Roles & Rights > [Role Name] > CRM tab.
  2. Select any of the checkboxes in the "Tags" column.

User Role/Right


Create Tag

Allows the user to create and add tags throughout Service Autopilot.

Create Tag Category

Allows the user to create new tag categories.


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