How to Allow Access to Certain Categories
Creating an Event or Task
Editing a Task
Creating a Checklist
Picking Up a Task
Create a Task From a Note
If you have categories that you don't want specific users to see or edit, you'll first need to create a custom access role for them.
How to Create a Custom Access Role
Settings > Company > Access Roles > Add Access Role > Permissions
Allow Access to Certain Categories
Settings > Company > More Actions > Concepts > Edit Desired Concept > Global Access Defaults > Select Permissions of Custom Role Created
If at any point you have questions or need assistance, we're here to help!