Access Tags link specific people to certain products, documents, or other entities. When you assign an Access Tag to a product or document, everyone with the same tag automatically gets the correct permissions.
This simplifies permissions management across projects, especially when working with large teams.
🛠️ How to Add an Access Tag
- Open the Project
Navigate to the relevant project in the Projects module. - Go to the Access Tag Tab
Click the Access Tag tab in the project details view. - Click "+ Access Tag"
Opens the creation panel on the right. - Choose a Category
Select either Document or Product depending on where the tag will be used. - Enter the Tag Name
Write the specific tag you want to use (e.g., AllProduct, AllDocument). - Click "Save and Close"
Your tag is now created and active.
📦 What Are Access Tags Used For?
Access Tags are used in:
- Product Access Control
When a product is tagged, everyone with the matching Access Tag gets product-related permissions automatically. - Document Access Control
When a document is tagged, everyone with the matching Access Tag gets document-related permissions automatically.
This removes the need to assign people manually each time you create a new document or product.
🧩 Example Access Tags
Here’s an example of how tags might be structured:
Access Tag
Usage
AllProduct
Auto-assign product access to selected users.
AllDocument
Auto-assign document access to selected users.
🚀 Benefits of Using Access Tags
- Save Time – Skip manual assignment when creating new entities.
- Consistency – Ensure the right people always get the correct access.
- Scalability – Manage permissions easily across multiple projects.
❓ FAQ
Q: Do I need to assign the same tag every time I create a document or product?
No, if you assign an Access Tag to a product or document, the system automatically enables the corresponding permissions for users with that tag.
Q: Can I use multiple tags?
Yes, you can create different tags for different needs (e.g., ElectricalDocs, MechanicalProducts).
Q: Can I remove an Access Tag later?
Yes, you can remove or edit tags directly in the Access Tag tab of the project.
Q: Does Access Tag change global permissions?
No, Access Tags are specific to the project and the related document or product. They do not affect global roles or permissions.
