Creating tags and granting access by team

You can create tags from the Summary sheet or the from your settings. This article will cover how to create tags and grant access to tags by team roles. 

Create a tag

Start by clicking the Settings COG and clicking settings

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Select Tags Management

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Click Add new tagScreen_Shot_2018-08-31_at_1.41.51_PM.png

Enter the tag name and click Create

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Now it's time to grant access to the tag you just created.

From the company settings, click on Document access

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Click add an Access rule 

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Click select tag and type in the tag name

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Click Add remove collaborators and select the individuals or team who should access this tag 

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click submit 

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