How to Allow Access to Certain Categories

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Allow Access to Categories

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!

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