Giving permissions to team members

Assigning Permissions

1. Go to a tab in the Navigation Bar such as "Vendors" in the sidebar and select the specific vendor (e.g., Formagrid Inc.).

2. Click the three dots at the top right of the vendor's page.

3. Navigate to the "Collaborate" section under the specific vendor object.

4. In the "Enter name or email to invite" field, type the name or email of the user you want to assign permissions to.

5. Select the user from the dropdown list.

6. Below, you will see a list of users with their current permissions. Choose from the dropdown next to the user's name to assign the permission level (e.g., "Can Edit" or "Admin").

7. If needed, revoke permissions by selecting "Revoke" from the same dropdown.

Assigning Permissions While Creating Tasks

In Kertos, you can assign permissions to users while creating tasks directly on object-specific pages, like Vendors.

1. Navigate to the vendor’s page (e.g., Formagrid Inc.).

2. Create a comment on the page, tagging the user by typing "@" followed by their name (e.g., "@Matthias Lehner”).

3. Check the “Create Task” box and Click "Create".

4. By creating the task and tagging the user, permissions to view and edit the page are automatically assigned to the tagged user. This simplifies task assignment and permission management, ensuring that users can only access the information they are responsible for.