Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create Tags, users will need View permissions for Settings
Tags are organizational data—usually no more than one or two words. They provide details about an item and make it easy to locate or organize related items that have the same tag.
Where can you create a Tag?
From the dashboard, look for "Settings" on the sidebar menu, click the "Lists" tab, then the "Tags" tab and click "+ Add Tag"
Tags are designed to be created and stored for use across all projects. Depending on the specific type chosen during tag creation, it will be visible in various sections such as user profiles, drawings, materials, project settings, punch items and any types you may have created within SiteMax
What do these tag types mean, and where can they be seen?
User | The "User" tag type can be easily configured within your team member's "Users" profile, enabling convenient filtering options for both forms and time reports. |
Drawing | The "Drawing" tag type can be set when you're editing the information of a drawing. and to easily filter drawings.
Tip: To access the drawing editing options, select the checkbox of the desired drawing(s), then locate the "Actions" drop-down menu and select the "Edit Drawing" option. |
Project | The "Project" tag type can be easily assigned or set in two specific areas:
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Punch Item | The "Punch Item" tag type is easily accessible during punch item creation or editing within a project. Its purpose is to facilitate filtering within punch lists. |
What's the purpose of "Tags"?
Tags in SiteMax serve several purposes:
Tags allow you to categorize and organize your projects, tasks, or other items within the software. This helps with quickly filtering and searching for specific items when needed.
By using tags as search criteria, you can narrow down your search results to only display items that are associated with specific tags.
Now, to help you understand more about how tags work and the importance of them, we are providing an example. It would be beneficial if you simultaneously try to recreate the scenario as you read it.
Example Scenario
Alvaro Morte: "Hey, I'm an admin, and SiteMax is telling me I don't have permission to view the Worker Orientation form in the XXX project. It tells me I don't have permission to view every page loading, but I do have correct permission."
What is happening?
Upon investigation, it was discovered that the form settings had "Restrict visibility" selected, which only shows "Created By" and "Assigned To". This explained why Alvaro, as an admin, was unable to view the form. (Please check the image below.)
What solution did we find?
We created an "Admin" tag and selected "User" as the type.
2. From the dashboard, under the "Team" sidebar menu, the "Users" tab was selected, and we located Alvaro's profile. In the "Tags" field of his profile, the "Admin" tag was assigned.
3. We went to the "Worker Orientation" form settings (Dashboard > Settings > Modules > Forms > Worker Orientation form), and since the form has a visibility restriction to only "Created By" and "Assigned To" the only way others (Like admins) can see it is by adding a tag on the "User with Tags" field.
As you remember, we created an "Admin" tag and added it to Alvaro Morte's profile, then added the "Admin" tag to the "Worker Orientation" form. In that way, Alvaro or others with that tag in their profile can see the form even if they didn't create it or are not assigned to it.
